Michelle
Phillips
Townsquare Capital, LLC
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About this Advisor
Michelle Phillips is a financial advisor based out of Provo, Utah who has 3 years of industry experience. Phillips is currently employed by Townsquare Capital, LLC. Throughout their career, Phillips has worked at Center Street Securities, Inc, Horter Investment Management, LLC, Oxford Wealth Advisors LLC, Med-Care Senior Insurance Soultions and Townsquare Capital. Phillips holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Mexico. Townsquare Capital, LLC is a registered investment company that has its headquarters in Provo, UT. The firm has offices in 40 locations and a total of 89 financial advisors. It has $6 billion in assets under management among its 28,608 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 60 charities and foundations. Of its 28,608 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Townsquare Capital, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Townsquare Capital, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michelle Phillips Work History
Michelle has been registered as a financial advisor for 3 years.*
Townsquare Capital
Med-Care Senior Insurance Soultions
Horter Investment Management, LLC
Oxford Wealth Advisors LLC
Center Street Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle 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 Townsquare Capital, LLC
Provo, UT
Provo, UT
Cedar Park, TX
Provo, UT
Provo, UT
Idaho Falls, ID
Aurora, CO
Provo, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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