Katherine
Phillips
Ellevest
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About this Advisor
Katherine Phillips is a financial advisor based in Chula Vista, California, working with Ellevest. Katherine has previously held positions at Stf Wealth, The Olivier Group, Louisiana State University - Residential Life, Tsunami Sushi, Louisiana State University - Financial Aid Office, Louisiana State University, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, Russell Reeves Capital, Practice Cfo, and Ellevest. Katherine has passed the Series 66 regulatory exam and is registered to provide services in California, New York, and Texas. Currently, Katherine is part of Ellevest, which operates out of Chula Vista, California. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Katherine Phillips Work History
Ellevest
Russell Reeves Capital
Practice Cfo
Investment Advisor Group
Bfc Planning, Inc
American Tax And Financial Planners
Investment Advisor Alliance
Stf Wealth
Berthel Fisher & Company Financial Services, Inc
The Olivier Group
Louisiana State University - Residential Life
Tsunami Sushi
Louisiana State University - Financial Aid Office
Louisiana State University
Disclosures
Please visit the SEC profile of Katherine Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellevest
Lisle, IL
New York, NY
New York, NY
New York, NY
Costa Mesa, CA
New York, NY
Chula Vista, CA
Virginia Beach, VA
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