Insights

Client Focus Small business owners, working professionals, and retirees are the target client segments, indicating sales opportunities in personal financial planning and basic to advanced investment management services.

Scale Potential Revenue indicates a micro to small business stage with growth potential; opportunities may exist in scalable advisory offerings, ongoing retainer-based planning, and fee-based investment management for asset accumulation and preservation.

Tech Stack Uses cloud and web technologies (AWS, Drupal/Joomla, analytics via Google Tag Manager) suggesting potential for modern digital onboarding, client portals, and automated advisory workflows to improve efficiency and client experience.

Market Positioning Compared to large advisory firms, Phase 3 is positioned as accessible and focused on prudent financial management, presenting a sales angle around personalized service, retirement planning, and risk management for a broad client base.

Growth Levers Partnerships with small business owners and retirees create cross-sell opportunities between business planning and personal financial planning, with potential to expand service offerings as revenue scales.

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Phase 3 Advisory Services, Ltd. Tech Stack

Phase 3 Advisory Services, Ltd. uses 8 technology products and services including Amazon Web Services, Drupal, Joomla, and more. Explore Phase 3 Advisory Services, Ltd.'s tech stack below.

Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Joomla
Content Management System
MooTools
Javascript Frameworks
Pikaday
Javascript Libraries
Video.js
Javascript Libraries
Google Tag Manager
Tag Management
Facebook
Widgets

Phase 3 Advisory Services, Ltd.'s Email Address Formats

Phase 3 Advisory Services, Ltd. uses at least 4 email formats:

Phase 3 Advisory Services, Ltd. Email Formats	Example	Percentage
FLast@phase3advisory.com	JDoe@phase3advisory.com	45%
Last@phase3advisory.com	Doe@phase3advisory.com	28%
First.Last@phase3advisory.com	John.Doe@phase3advisory.com	18%
First@phase3advisory.com	John@phase3advisory.com	9%

Frequently Asked Questions

What is Phase 3 Advisory Services, Ltd.'s phone number?

You can contact Phase 3 Advisory Services, Ltd.'s main corporate office by phone at

+1-847-520-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Phase 3 Advisory Services, Ltd.'s official website and social media links?

Phase 3 Advisory Services, Ltd.'s official website is phase3advisory.com and has social profiles on LinkedIn.

How much revenue does Phase 3 Advisory Services, Ltd. generate?

As of September 2026, Phase 3 Advisory Services, Ltd.'s annual revenue is estimated to be $1M - $10M.

What is Phase 3 Advisory Services, Ltd.'s NAICS code?

Phase 3 Advisory Services, Ltd.'s NAICS code is 52 - Finance and Insurance.

How many employees does Phase 3 Advisory Services, Ltd. have currently?

As of September 2026, Phase 3 Advisory Services, Ltd. has approximately 9 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: J. S., Owner: T. A. and Sap Program Director | Sap Project Manager | Sap Enterprise Architect | Sap Digital Transformation: C. L. Explore Phase 3 Advisory Services, Ltd.'s employee directory with LeadIQ.

What industry does Phase 3 Advisory Services, Ltd. belong to?

Phase 3 Advisory Services, Ltd. operates in the Financial Services industry.

What technology does Phase 3 Advisory Services, Ltd. use?

Phase 3 Advisory Services, Ltd.'s tech stack includes Amazon Web Services, Drupal, Joomla, MooTools, Pikaday, Video.js, Google Tag Manager and Facebook.

What is Phase 3 Advisory Services, Ltd.'s email format?

Phase 3 Advisory Services, Ltd.'s email format typically follows the pattern of FLast@phase3advisory.com. Find more Phase 3 Advisory Services, Ltd. email formats with LeadIQ.

Phase 3 Advisory Services, Ltd.

Q: What technology does Phase 3 Advisory Services, Ltd. use?

Phase 3 Advisory Services, Ltd.'s tech stack includes Pikaday, Bootstrap, Linkedin Sign-in, Google Plus, cdnjs.

Q: What is Phase 3 Advisory Services, Ltd.'s NAICS code?

Phase 3 Advisory Services, Ltd.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States2-10 Employees

Phase 3 Advisory Services, Ltd. operates within the financial services industry, providing business planning, personal financial planning, and professional investment management to clients. The firm aims to help small business owners, working professionals, and retirees improve and preserve their standard of living through prudent financial management. By addressing both business and personal financial needs, it supports clients in pursuing long-term financial goals.

It is based in Buffalo Grove, Illinois, and serves clients in the surrounding region. It presents itself as a provider of financial guidance tailored to individuals and small enterprises, focusing on practical, prudent management. Additional information about its services is available on its website at phase3advisory.com.