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Amanda M Phillips

Hudock Capital Group

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About Amanda M Phillips

Amanda Phillips is an investment advisor representative at Hudock Capital Group. Amanda holds the Series 65 license and is registered with the state of Pennsylvania. Amanda has been with the firm since January 2014. The firm focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Amanda Phillips is currently registered with Hudock Capital Group. Hudock Capital Group, LLC is an investment advisor headquartered in Williamsport, Pennsylvania, with approximately $747 million in regulatory assets under management. The firm specializes in financial planning and portfolio management services for high-net-worth individuals, corporations, and charitable organizations. Hudock Capital Group offers wrap fee programs and provides investment advisory services to a diverse clientele, including individuals, businesses, and non-profit organizations.
Hudock Capital Group

400 MARKET STREET

WILLIAMSPORT, PA 17701

$747.23M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Phillips’s Registration & Firm History

PA

05/05/2017 - Present

Hudock Capital Group (WILLIAMSPORT PA)

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Licenses & Designations

IA

Issued 12/23/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda M Phillips.
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