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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
| REDSTONE, TROY, LATON | I | MANAGING MEMBER / CCO | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
KS
Address
7111 W 151ST STREETSUITE 175
OVERLAND PARK, KS 66223-2231
United States
Phone: 844-743-4015