About Chad L. Burch of PHILLIPS FINANCIAL
Chad L. Burch is Managing Member at Phillips Financial Management Llc and has been affiliated with Phillips Financial Management Llc since July-2004.
Phillips Financial Management Llc is an investment advisor that manages 764 MM dollars in regulatory AUM and has 17 employees, of which 11 perform investment advisory functions. The managers's latest filing has disclosed 983MM in positions, which represents 129% of the manager's regulatory AUM.
For more on Phillips Financial Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Phillips Financial Management Llc is an investment advisor that manages 764 MM dollars in regulatory AUM and has 17 employees, of which 11 perform investment advisory functions. The managers's latest filing has disclosed 983MM in positions, which represents 129% of the manager's regulatory AUM.
For more on Phillips Financial Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
PHILLIPS FINANCIAL StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.6%/yr
Co-workers of Chad L. Burch at PHILLIPS FINANCIAL
| Name | Title | In Position Since |
|---|
| Richard L. Phillips | Managing Member | July-2004 |
| Shannon H. Hardiek | Managing Member | July-2004 |
| Reed P. Miller | Managing Member | March-2005 |
| Jeanine M. Herold | Managing Member/Chief Compliance Officer | January-2008 |
Fundamental & Technical Factor Exposure
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Chad L. Burch Office Address
6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE, Indiana
UNITED STATES, 46804
SUITE 230
FORT WAYNE, Indiana
UNITED STATES, 46804
Chad L. Burch Contact Information
Phone Number: 260-420-7732
Fax Number: 260-420-5553
Website: http://www.1phillips.com
Fax Number: 260-420-5553
Website: http://www.1phillips.com
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