AP
AP

Alexa Julianne Phillips

9 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
410,747 clients
Average Client Portfolio
$188K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexa is a Senior Event Lead of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This full-time employment began in October 2024.

Employment History
Current Registrations
Assetmark, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Allworth Financial, L.P.
February 2016 - May 2024 · 8 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alexa Julianne Phillips - Financial Advisor | TrueAdvisor