CRD: 122959
Phase III Advisory Services, LTD
$210.9M Total AUM
$157.7M Disc. AUM
-- 3Y CAGR
3 Employees
488 ADV. Clients
28 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-1998
- Office Locations
- 1
Office Locations
1110 W. Lake Cook Road Suite 265 Buffalo Grove IL
About Phase III Advisory Services, LTD
Phase III Advisory Services, Ltd is an Illinois RIA focused on retirement planning, providing financial planning and investment management built around a discovery meeting and clear, measurable goals. The firm publishes retirement education content, including The Year You Retire podcast series, and custody is through Pershing.
Team overview
49 AVG AGE
$70.3M AVG AUM / ADVISOR
$432.2K AVG AUM / CLIENT
18.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JOHN WILLIAM BEVER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1199159
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ABIGAIL FAITH HOON
--
- CRD
- #7844361
Available
Available
Available
J
JAMES MASON UREN
Financial Advisor
- CRD
- #4428814
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,698,607 | $169,386 |
| Non-Discretionary | $53,212,742 | $113,460 |
| Total | $210,911,349 | $150,651 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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