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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001398344-24-001055
Filing Date
2024-01-25
Accepted
2024-01-25 15:11:55
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2188
2 fp0086552-1_13fhr-table.html INFORMATION TABLE  
2 fp0086552-1_13fhr-table.xml INFORMATION TABLE 117022
  Complete submission text file 0001398344-24-001055.txt   120476
Mailing Address 6920 POINTE INVERNESS WAY SUITE 230 FORT WAYNE IN 46804
Business Address 6920 POINTE INVERNESS WAY SUITE 230 FORT WAYNE IN 46804 260-420-7732
PHILLIPS FINANCIAL MANAGEMENT, LLC (Filer) CIK: 0001350660 (see all company filings)

IRS No.: 201131890 | State of Incorp.: IN | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-11590 | Film No.: 24561660