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 advisor in Ames, Iowa. Currently a registered investment advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have accrued 11 years of work experience as a financial advisor. Philips maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Philips is registered to operate based out of Iowa. Throughout their career, they have worked at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Ames, Iowa, and has 153 brick-and-mortar locations across the country. In aggregate, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets across 64,735 client accounts and employs more than 1,991 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 62% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 63, Series 65

Years of Experience

11 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

$25,820,060,727

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

1,991

IA Average: 88
Total Number of Accounts

64,735

IA Average: 3,892
Average Account Size

$398,858

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 11 years of experience.

2007 - Present (12 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - Present (12 years)

Tiaa

Disclosures

Paige Philips has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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