PHD CONSULTING LLC
Legal name: PHD RETIREMENT CONSULTING
CRD #304989 SEC #801-117154 OVERLAND PARK, KS 844-743-4015
SEC Registered
Total AUM
$456.1M
Discretionary
$171.7M
Employees
5
Clients
0
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $456.1M | $171.7M | $284.4M | 5 | 1 |
| Mar 2024 | $394.6M | $157M | $237.6M | 5 | 1 |
| Mar 2023 | $136M | $75.8M | $60.1M | 5 | 1 |
| Mar 2022 | $120.6M | $86.6M | $34M | 5 | 1 |
| Mar 2021 | $103.7M | $77.4M | $26.2M | 1 | 1 |
| Jun 2020 | $155.7M | $0 | $155.7M | 2 | 0 |
| Mar 2020 | $155.7M | $0 | $155.7M | 2 | 0 |
| Dec 2019 | $155.7M | $0 | $155.7M | 2 | 0 |
DateMar 2025
Total AUM$456.1M
Discretionary$171.7M
Non-Disc.$284.4M
Employees5
Clients1
DateMar 2024
Total AUM$394.6M
Discretionary$157M
Non-Disc.$237.6M
Employees5
Clients1
DateMar 2023
Total AUM$136M
Discretionary$75.8M
Non-Disc.$60.1M
Employees5
Clients1
DateMar 2022
Total AUM$120.6M
Discretionary$86.6M
Non-Disc.$34M
Employees5
Clients1
DateMar 2021
Total AUM$103.7M
Discretionary$77.4M
Non-Disc.$26.2M
Employees1
Clients1
DateJun 2020
Total AUM$155.7M
Discretionary$0
Non-Disc.$155.7M
Employees2
Clients0
DateMar 2020
Total AUM$155.7M
Discretionary$0
Non-Disc.$155.7M
Employees2
Clients0
DateDec 2019
Total AUM$155.7M
Discretionary$0
Non-Disc.$155.7M
Employees2
Clients0