PHD RETIREMENT CONSULTING
Overland Park, United States · CRD 304989
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$559.2m
- Main clients (by assets)Pension plans 100%
- Form ADV · 2026-09-16SEC adviser record
- Kindinstitutions
- Others nearbyOverland Park, KS
As an employer
- Staff (Form ADV)7 · 3 in investment roles
- Offices in1 country