Paige
Philips

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4525577
Investment Advisor
in Ames, IA

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About this Advisor

Paige Philips is an investment advisor in Ames, Iowa. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have accrued 12 years of practice as a registered advisor. Philips holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Philips is able to advise clients in Iowa. Over the course of their career, Philips has held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Ames, Iowa, and has 160 other brick-and-mortar locations in the nation. As a registered advisory firm, Tiaa-Cref Individual & Institutional Services, LLC manages $25 billion in assets throughout 69,021 client accounts and employs more than 1,988 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 61% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2713 Stange Road, Suite 105
Ames, IA 50010

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

IA Average: $7,464,549,021
Total Number of Employees

1,988

IA Average: 88
Total Number of Accounts

69,021

IA Average: 3,892
Average Account Size

$364,861

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paige Philips Work History

Paige has 13 years of experience.

2007 - Present (13 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - Present (13 years)

Tiaa

Disclosures

Paige Philips has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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