Company Overview
- Headquarters
- 607 South 16th Street, Suite 100, Oxford MS
- Website
- gilesmcphail.com
- Phone
- (662) 234-6111
- Employees
- 2
- Founded it
- 2015
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Giles McPhail Wealth Management
Giles McPhail Wealth Management is an independent wealth advisory firm located in Oxford, Mississippi. Founded and operated by Giles McPhail, the firm employs four individuals. Giles McPhail Wealth Management offers comprehensive financial advice and investment management solutions tailored to individual client needs. Their services encompass investment management, retirement planning, and education planning. Their investment philosophy centers on risk management, seeking to provide enhanced diversification, reduced volatility, and improved capital preservation. They differentiate themselves by prioritizing client relationships, ensuring consistent communication and personalized attention. The firm emphasizes a commitment to client confidentiality and pledges to prioritize their financial well-being. Giles McPhail Wealth Management operates under the affiliation of LPL Financial, adhering to regulatory standards. Contact Giles McPhail Wealth Management by visiting their website at gilesmcphail.com.
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| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |