Drew Parson Phillips
Investment adviser representative at Practicecfo Investments
10 yearsExperience
1 stateRegistered in
$401.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Practicecfo InvestmentsJul 2018 to now
- Silver Coast Investments LLC d/b/a Practicecfo InvestmentsFeb 2018 to now
- Medimpact Healthcare Systems, Inc.Jun 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Practicecfo Investments
Legal name: Silver Coast Investments LLC
$401.6MAssets managed
420Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6995632
- Firm CRD
- 167771