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Building 2PHILLIPS AND COMPANY ADVISORS LLC

Map pinPORTLAND, OR
Phone503-224-0858
NotebookSEC #801-63879
Total AUM
$2.7B
Employees
19
Clients
1,273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 SW 11TH AVENUE
SUITE 200
PORTLAND
OR 97205
United States
Operating Hours
8:00 AM- 4:00 PM PST
Monday - Friday
Phone
503-224-0858

ReceiptFinancials

Total AUM
$2.7B
Accounts
2,675
Discretionary
$1.2B
Accounts
2,527
Non-Discretionary
$1.5B
Accounts
148

ContactClients

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Individual Clients
934
AUM
$239.7M
HNW Individual Clients
176
AUM
$1.6B
Pension/Profit Sharing Plan Clients
134
AUM
$603.8M
Charitable Organization Clients
10
AUM
$109.4M
Corporation or Business Clients
19
AUM
$98.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FOUNDATION AND ENDOWMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENVOHOKORPASDTNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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