Key facts
- Phillips Financial is a family office based in North Sydney, New South Wales.
- The team roster lists 1 person.
- Phillips Financial reports $1.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
About Phillips Financial
Phillips Financial is a multi-family office based in North Sydney, Australia. Established in 1979, the firm is a financial advisory and investment management firm, that provides customized financial, investment, and long-term wealth strategies to help you manage your financial affairs and investments. The assets of the firm are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 131344- Regulatory AUM
- $1.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 32
- Registered office
- FORT WAYNE, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PHILLIPS FINANCIAL MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Phillips Financial are on record yet. Positions surface from round participations, filings, and coverage.
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Team
1 people on record — 1 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Phillips Financial's AUM?
- Phillips Financial manages approximately $1.0M in assets.