Active
PHASE III ADVISORY SERVICES, LTD
Investment Advice|BUFFALO GROVE, IL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$162.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 124.0M |
| Non-Discretionary | 38.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122959 |
| SEC Number | 801-63806 |
| Street Address | 1110 W. LAKE COOK RD |
| Street Address 2 | SUITE 265 |
| Location | BUFFALO GROVE, IL 60089 |
| Country | United States |
| Phone | 847-520-5545 |
| Fax | 847-773-0054 |
| Total Employees | 3 |
Client Count by Type (366 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 305 |
| High Net Worth Individual… | 61 |
Community Partners
CITY OF HIGHLAND PARK
CITY OF HIGHWOOD
CITY OF LAKE FOREST
CITY OF NORTH CHICAGO
CITY OF PARK CITY
CITY OF WAUKEGAN
CITY OF ZION
COUNTY OF LAKE
TOWNSHIP OF ANTIOCH
TOWNSHIP OF AVON
TOWNSHIP OF CUBA
TOWNSHIP OF ELA
TOWNSHIP OF FREMONT
TOWNSHIP OF GRANT
TOWNSHIP OF LAKE VILLA
TOWNSHIP OF LIBERTYVILLE
TOWNSHIP OF MORAINE
TOWNSHIP OF NEWPORT
TOWNSHIP OF SHIELDS
TOWNSHIP OF VERNON
CITY OF HIGHLAND PARK
CITY OF HIGHWOOD
CITY OF LAKE FOREST
CITY OF NORTH CHICAGO
CITY OF PARK CITY
CITY OF WAUKEGAN
CITY OF ZION
COUNTY OF LAKE
TOWNSHIP OF ANTIOCH
TOWNSHIP OF AVON
TOWNSHIP OF CUBA
TOWNSHIP OF ELA
TOWNSHIP OF FREMONT
TOWNSHIP OF GRANT
TOWNSHIP OF LAKE VILLA
TOWNSHIP OF LIBERTYVILLE
TOWNSHIP OF MORAINE
TOWNSHIP OF NEWPORT
TOWNSHIP OF SHIELDS
TOWNSHIP OF VERNON
CITY OF HIGHLAND PARK
CITY OF HIGHWOOD
CITY OF LAKE FOREST
CITY OF NORTH CHICAGO
CITY OF PARK CITY
CITY OF WAUKEGAN
CITY OF ZION
COUNTY OF LAKE
TOWNSHIP OF ANTIOCH
TOWNSHIP OF AVON
TOWNSHIP OF CUBA
TOWNSHIP OF ELA
TOWNSHIP OF FREMONT
TOWNSHIP OF GRANT
TOWNSHIP OF LAKE VILLA
TOWNSHIP OF LIBERTYVILLE
TOWNSHIP OF MORAINE
TOWNSHIP OF NEWPORT
TOWNSHIP OF SHIELDS
TOWNSHIP OF VERNON
Municipal Government
61 Active
61
Organizations
ANTIOCH-FIRST FIRE PROTECTION DISTRICT
ANTIOCH PUBLIC LIBRARY DISTRICT
ARDEN SHORE NORTH FIRE PROTECTION DISTRICT
ARDON SHORE SOUTH FIRE PROTECTION DISTRICT
AVON FREMONT DRAINAGE DISTRICT 1
BARRINGTON HILLS PARK DISTRICT
BARRINGTON PARK DISTRICT
BARRINGTON PUBLIC LIBRARY DISTRICT
BEACH PARK DRAINAGE DISTRICT
BEACH PARK FIRE PROTECTION DISTRICT
BUFFALO GROVE PARK DISTRICT
CENTRAL LAKE COUNTY JOINT ACTION WATER AGENCY
CENTRAL LAKE COUNTY SPECIAL RECREATION ASSOCIATION
COOK MEMORIAL PUBLIC LIBRARY DISTRICT
COUNTRYSIDE FIRE PROTECTION DISTRICT
DEERFIELD-BANNCOCKBURN FIRE PROTECTION D
DEERFIELD-BANNOCKBURN FIRE PROTECTION DISTRICT
DEERFIELD PARK DISTRICT
DEL MAR WOODS SANITARY DISTRICT
EAST SKOKIE DRAINAGE DISTRICT
ANTIOCH-FIRST FIRE PROTECTION DISTRICT
ANTIOCH PUBLIC LIBRARY DISTRICT
ARDEN SHORE NORTH FIRE PROTECTION DISTRICT
ARDON SHORE SOUTH FIRE PROTECTION DISTRICT
AVON FREMONT DRAINAGE DISTRICT 1
BARRINGTON HILLS PARK DISTRICT
BARRINGTON PARK DISTRICT
BARRINGTON PUBLIC LIBRARY DISTRICT
BEACH PARK DRAINAGE DISTRICT
BEACH PARK FIRE PROTECTION DISTRICT
BUFFALO GROVE PARK DISTRICT
CENTRAL LAKE COUNTY JOINT ACTION WATER AGENCY
CENTRAL LAKE COUNTY SPECIAL RECREATION ASSOCIATION
COOK MEMORIAL PUBLIC LIBRARY DISTRICT
COUNTRYSIDE FIRE PROTECTION DISTRICT
DEERFIELD-BANNCOCKBURN FIRE PROTECTION D
DEERFIELD-BANNOCKBURN FIRE PROTECTION DISTRICT
DEERFIELD PARK DISTRICT
DEL MAR WOODS SANITARY DISTRICT
EAST SKOKIE DRAINAGE DISTRICT
ANTIOCH-FIRST FIRE PROTECTION DISTRICT
ANTIOCH PUBLIC LIBRARY DISTRICT
ARDEN SHORE NORTH FIRE PROTECTION DISTRICT
ARDON SHORE SOUTH FIRE PROTECTION DISTRICT
AVON FREMONT DRAINAGE DISTRICT 1
BARRINGTON HILLS PARK DISTRICT
BARRINGTON PARK DISTRICT
BARRINGTON PUBLIC LIBRARY DISTRICT
BEACH PARK DRAINAGE DISTRICT
BEACH PARK FIRE PROTECTION DISTRICT
BUFFALO GROVE PARK DISTRICT
CENTRAL LAKE COUNTY JOINT ACTION WATER AGENCY
CENTRAL LAKE COUNTY SPECIAL RECREATION ASSOCIATION
COOK MEMORIAL PUBLIC LIBRARY DISTRICT
COUNTRYSIDE FIRE PROTECTION DISTRICT
DEERFIELD-BANNCOCKBURN FIRE PROTECTION D
DEERFIELD-BANNOCKBURN FIRE PROTECTION DISTRICT
DEERFIELD PARK DISTRICT
DEL MAR WOODS SANITARY DISTRICT
EAST SKOKIE DRAINAGE DISTRICT
Special District
82 Active
82
Organizations
ADLAI E STEVENSON DISTRICT 125
ANTIOCH COMMUNITY CONSOLIDATED SCHOOL DISTRICT 34
ANTIOCH COMMUNITY HIGH SCHOOL DISTRICT 117
APTAKISIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT #102
APTAKISKIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT 102
BANNOCKBURN SCHOOL DISTRICT 106
BARRINGTON COMMUNITY UNIT SCHOOL DISTRICT 220
BEACH PARK COMMUNITY CONSOLIDATED SCHOOL DISTRICT 3
BIG HOLLOW SCHOOL DISTRICT 38
COLLEGE OF LAKE COUNTY
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 46
COMMUNITY HIGH SCHOOL DISTRICT 128
COMMUNITY UNIT SCHOOL DIST 60
COMMUNITY UNIT SCHOOL DISTRICT 95
DEERFIELD ELEMENTARY SCHOOL DISTRICT 109
DIAMOND LAKE SCHOOL DISTRICT 76
EMMONS SCHOOL DISTRICT 33
FOX LAKE ELEMENTARY SCHOOL DISTRICT 114
FREMONT SCHOOL DISTRICT 79
GAVIN SCHOOL DISTRICT 37
ADLAI E STEVENSON DISTRICT 125
ANTIOCH COMMUNITY CONSOLIDATED SCHOOL DISTRICT 34
ANTIOCH COMMUNITY HIGH SCHOOL DISTRICT 117
APTAKISIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT #102
APTAKISKIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT 102
BANNOCKBURN SCHOOL DISTRICT 106
BARRINGTON COMMUNITY UNIT SCHOOL DISTRICT 220
BEACH PARK COMMUNITY CONSOLIDATED SCHOOL DISTRICT 3
BIG HOLLOW SCHOOL DISTRICT 38
COLLEGE OF LAKE COUNTY
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 46
COMMUNITY HIGH SCHOOL DISTRICT 128
COMMUNITY UNIT SCHOOL DIST 60
COMMUNITY UNIT SCHOOL DISTRICT 95
DEERFIELD ELEMENTARY SCHOOL DISTRICT 109
DIAMOND LAKE SCHOOL DISTRICT 76
EMMONS SCHOOL DISTRICT 33
FOX LAKE ELEMENTARY SCHOOL DISTRICT 114
FREMONT SCHOOL DISTRICT 79
GAVIN SCHOOL DISTRICT 37
ADLAI E STEVENSON DISTRICT 125
ANTIOCH COMMUNITY CONSOLIDATED SCHOOL DISTRICT 34
ANTIOCH COMMUNITY HIGH SCHOOL DISTRICT 117
APTAKISIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT #102
APTAKISKIC-TRIPP COMMUNITY CONSOLIDATED SCHOOL DISTRICT 102
BANNOCKBURN SCHOOL DISTRICT 106
BARRINGTON COMMUNITY UNIT SCHOOL DISTRICT 220
BEACH PARK COMMUNITY CONSOLIDATED SCHOOL DISTRICT 3
BIG HOLLOW SCHOOL DISTRICT 38
COLLEGE OF LAKE COUNTY
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 46
COMMUNITY HIGH SCHOOL DISTRICT 128
COMMUNITY UNIT SCHOOL DIST 60
COMMUNITY UNIT SCHOOL DISTRICT 95
DEERFIELD ELEMENTARY SCHOOL DISTRICT 109
DIAMOND LAKE SCHOOL DISTRICT 76
EMMONS SCHOOL DISTRICT 33
FOX LAKE ELEMENTARY SCHOOL DISTRICT 114
FREMONT SCHOOL DISTRICT 79
GAVIN SCHOOL DISTRICT 37
School District
52 Active
52
Organizations
100 THOUSAND FOUNDATION
112 EDUCATION FOUNDATION
1859 FOUNDATION
1916 REDAN FOUNDATION
1CREED INC
1 FUR 1 FOUNDATION
1ST BRIGADE ILLINOIS VOLUNTEERS
2021MARINE CORPS LEAGUE CONVENTION CORPORATION
20TH CENTURY TACTICAL STUDIES GROUP INC
2394 COLL OF LAKE CO
2STINKYFISH INC
316 UAW
31 8 FOUNDATION
3D STEM
45 RUE LAFFITTE
4 CHAIRS THEATRE
4C STEM CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100 THOUSAND FOUNDATION
112 EDUCATION FOUNDATION
1859 FOUNDATION
1916 REDAN FOUNDATION
1CREED INC
1 FUR 1 FOUNDATION
1ST BRIGADE ILLINOIS VOLUNTEERS
2021MARINE CORPS LEAGUE CONVENTION CORPORATION
20TH CENTURY TACTICAL STUDIES GROUP INC
2394 COLL OF LAKE CO
2STINKYFISH INC
316 UAW
31 8 FOUNDATION
3D STEM
45 RUE LAFFITTE
4 CHAIRS THEATRE
4C STEM CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100 THOUSAND FOUNDATION
112 EDUCATION FOUNDATION
1859 FOUNDATION
1916 REDAN FOUNDATION
1CREED INC
1 FUR 1 FOUNDATION
1ST BRIGADE ILLINOIS VOLUNTEERS
2021MARINE CORPS LEAGUE CONVENTION CORPORATION
20TH CENTURY TACTICAL STUDIES GROUP INC
2394 COLL OF LAKE CO
2STINKYFISH INC
316 UAW
31 8 FOUNDATION
3D STEM
45 RUE LAFFITTE
4 CHAIRS THEATRE
4C STEM CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3383 Active
3383
Organizations
Community Partners200 organizations
CITY OF HIGHLAND PARK
Municipal Government·HIGHLAND PARK
CITY OF HIGHWOOD
Municipal Government·HIGHWOOD
CITY OF LAKE FOREST
Municipal Government·LAKE FOREST
CITY OF PARK CITY
Municipal Government·PARK CITY
TOWNSHIP OF LIBERTYVILLE
Municipal Government·LIBERTYVILLE
VILLAGE OF ANTIOCH
Municipal Government·ANTIOCH
VILLAGE OF BANNOCKBURN
Municipal Government·BANNOCKBURN
VILLAGE OF BUFFALO GROVE
Municipal Government·BUFFALO GROVE
VILLAGE OF GRAYSLAKE
Municipal Government·GRAYSLAKE
VILLAGE OF GREEN OAKS
Municipal Government·LIBERTYVILLE
VILLAGE OF HAWTHORN WOODS
Municipal Government·HAWTHORN WOODS
VILLAGE OF INDIAN CREEK
Municipal Government·INDIAN CREEK
VILLAGE OF LAKE BARRINGTON
Municipal Government·NORTH BARRINGTON
VILLAGE OF LAKE ZURICH
Municipal Government·LAKE ZURICH
VILLAGE OF METTAWA
Municipal Government·METTAWA
VILLAGE OF MUNDELEIN
Municipal Government·MUNDELEIN
ANTIOCH PUBLIC LIBRARY DISTRICT
Special District·ANTIOCH
ARDEN SHORE NORTH FIRE PROTECTION DISTRICT
Special District·LAKE BLUFF
ARDON SHORE SOUTH FIRE PROTECTION DISTRICT
Special District·LAKE BLUFF
AVON FREMONT DRAINAGE DISTRICT 1
Special District·GRAYSLAKE
BEACH PARK DRAINAGE DISTRICT
Special District·WAUKEGAN
BEACH PARK FIRE PROTECTION DISTRICT
Special District·WAUKEGAN
CENTRAL LAKE COUNTY JOINT ACTION WATER AGENCY
Special District·LAKE BLUFF
COUNTRYSIDE FIRE PROTECTION DISTRICT
Special District·VERNON HILLS
DEERFIELD-BANNCOCKBURN FIRE PROTECTION D
Special District·DEERFIELD
DEERFIELD PARK DISTRICT
Special District·DEERFIELD
DEL MAR WOODS SANITARY DISTRICT
Special District·DEERFIELD
FOSS PARK DISTRICT
Special District·NORTH CHICAGO
FOX LAKE FIRE PROTECTION DISTRICT
Special District·INGLESIDE
FOX WATERWAY AGENCY
Special District·FOX LAKE
GRAYSLAKE-AREA PUBLIC LIBRARY DISTRICT
Special District·GRAYSLAKE
GRAYSLAKE COMMUNITY PARK DISTRICT
Special District·GRAYSLAKE
GRAYSLAKE FIRE PROTECTION DISTRICT
Special District·GRAYSLAKE
GREATER ROUND LAKE FIRE PROTECTION DISTRICT
Special District·ROUND LAKE
GRUBB SCHOOL DRAINAGE DISTRICT
Special District·ANTIOCH
LAKE BLUFF MOSQUITO ABATEMENT DISTRICT
Special District·WAUKEGAN
LAKE BLUFF PARK DISTRICT
Special District·LAKE BLUFF
LAKE VILLA PUBLIC LIBRARY DISTRICT
Special District·LAKE VILLA
LAKE ZURICH RURAL FIRE PROTECTION DISTRICT
Special District·LAKE ZURICH
LIBERTYVILLE FIRE PROTECTION DISTRICT
Special District·LIBERTYVILLE
LINCOLNSHIRE-RIVERWOODS FIRE PROTECTION DISTRICT
Special District·LINCOLNSHIRE
LINDENHURST PARK DISTRICT
Special District·LINDENHURST
LINDENHURST SANITARY DISTRICT
Special District·LINDENHURST
LONG GROVE FIRE PROTECTION DISTRICT
Special District·LONG GROVE
BANNOCKBURN SCHOOL DISTRICT 106
School District·BANNOCKBURN
COLLEGE OF LAKE COUNTY
School District·GRAYSLAKE
LAKE FORREST ELEMENTARY SCHOOL DISTRICT 67
School District·LAKE FOREST
PRAIRIE CROSSING CHARTER SCHOOL
School District·GRAYSLAKE
SPECIAL EDUCATION DISTRICT OF LAKE COUNTY
School District·GRAYSLAKE
TRUENORTH EDUCATIONAL COOPERATIVE 804
School District·HIGHLAND PARK
100 THOUSAND FOUNDATION
Nonprofit Organization·DEERFIELD
112 EDUCATION FOUNDATION
Nonprofit Organization·HIGHWOOD
1859 FOUNDATION
Nonprofit Organization·Deerfield
1916 REDAN FOUNDATION
Nonprofit Organization·LAKE BLUFF
1CREED INC
Nonprofit Organization·Lake Zurich
1 FUR 1 FOUNDATION
Nonprofit Organization·Buffalo Grove
1ST BRIGADE ILLINOIS VOLUNTEERS
Nonprofit Organization·Antioch
2021MARINE CORPS LEAGUE CONVENTION CORPORATION
Nonprofit Organization·ANTIOCH
20TH CENTURY TACTICAL STUDIES GROUP INC
Nonprofit Organization·Waukegan
2394 COLL OF LAKE CO
Nonprofit Organization·GRAYSLAKE
2STINKYFISH INC
Nonprofit Organization·Libertyville
316 UAW
Nonprofit Organization·Lincolnshire
31 8 FOUNDATION
Nonprofit Organization·Wauconda
3D STEM
Nonprofit Organization·Grayslake
45 RUE LAFFITTE
Nonprofit Organization·Mundelein
4 CHAIRS THEATRE
Nonprofit Organization·BUFFALO GROVE
4C STEM CLUB
Nonprofit Organization·Buffalo Grove
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grayslake
5-6-7-8
Nonprofit Organization·DEERFIELD
596 GARY BORGER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·HIGHLAND PARK
5 PURPLE ORANGES
Nonprofit Organization·Lindenhurst
712 FOUNDATION
Nonprofit Organization·Lake Villa
88KEYS TO CURE NFP
Nonprofit Organization·LONG GROVE
88 WAYS YOUTH FOUNDATION INC
Nonprofit Organization·VERNON HILLS
8 COUNT CLUB
Nonprofit Organization·Mundelein
AARONS COFFEE CORNER LTD
Nonprofit Organization·DEERFIELD
AAUW NURSERY SCHOOL
Nonprofit Organization·WAUKEGAN
ABBOTT RETIREES CLUB
Nonprofit Organization·Lake Forest
AbbVie Foundation
Nonprofit Organization·North Chicago
ABBVIE PATIENT ASSISTANCE FOUNDATION
Nonprofit Organization·NORTH CHICAGO
ABBY MANDEL CHARITABLE FOUNDATION
Nonprofit Organization·DEERFIELD
ABK MANA RYTHU FOUNDATION INC
Nonprofit Organization·Lake Zurich
A BOOK IN HAND FOUNDATION
Nonprofit Organization·Buffalo Grove
A BULLDOG COLLEGE DREAM SCHOLARSHIP NFP
Nonprofit Organization·WAUCONDA
ACADEMICS FOR ALL INC
Nonprofit Organization·Highland Park
ACADEMY OF POLISH LANGUAGE AND CULT
Nonprofit Organization·LONG GROVE
ACBL DISTRICT 13 BRIDGE ASSOCIATION
Nonprofit Organization·BUFFALO GROVE
ACCREDITATION ASSOCIATION FOR AMBULATORY
Nonprofit Organization·DEERFIELD
ACCREDITATION ASSOCIATION FOR AMBULATORY HEALTH CARE, INC
Nonprofit Organization·DEERFIELD
A Chance in the World Inc
Nonprofit Organization·Highland Park