Phillips Edison & Company, Ltd. is a large advisory firm based in Cincinnati. It manages $1.79 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Ohio and Utah.
Phillips Edison & Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Phillips Edison & Company, Ltd. is $1.79 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Phillips Edison & Company, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Phillips Edison & Company, Ltd. performs its advisory services is located at 11501 Northlake Drive, Cincinnati, OH 45249 1667, which is also the mailing address of the firm. An additional office of the firm is in Salt Lake City, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (513) 554-1110 or by fax (513) 956-5660. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.phillipsedison.com.