Edward Phillips is a registered investment advisor at Thirdline Capital Management LLC, based in Richmond, VA, with 6 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $64M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1810 Mactavish Ave, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is the Managing Director/Managing Member of Break Point Consulting, LLC, a consulting firm, since March 2021. He spends about a quarter of his time on consulting duties, with approximately 25 hours per month during securities trading hours.
Employment History
Current Registrations
Thirdline Capital Management LLC
Previous Registrations
Heritage Wealth Advisors
State Registrations1 state
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