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CCO and CEO · Onlyfunds

Brendan M PHILLIPS

CRD 6819850 · Named on Form ADV at one SEC-registered adviser

At a glance

Onlyfunds, an SEC-registered wealth manager with $314,147 in regulatory assets, lists Brendan M PHILLIPS on its Form ADV as CCO and CEO, a control person.

Firms and roles

  • OnlyfundsCCO and CEOWealth manager · United States · $0M in regulatory assets

AtlasMembers

Brendan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.