P
$26.7M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2022
- Office Locations
- 1
Office Locations
11576 S State Street Suite 1104 Draper UT
About Phibbs Financial
Phibbs Financial is a Draper, Utah RIA founded by Trevor Phibbs focused on straightforward financial planning for everyday savers who feel overlooked by traditional advisors, with an emphasis on helping clients take control and plan for retirement. The firm also publishes “The Ultimate Advisor Guide” to help prospects vet advisors. Custodies on Altruist.
Team overview
-- AVG AGE
$26.7M AVG AUM / ADVISOR
$321.3K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
Trevor Phibbs
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6778868
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,665,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,665,442 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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