PHILLIPS AND COMPANY ADVISORS LLC

Tel: 503-224-0858 521 Sw 11th Avenue Suite 200 Portland, Oregon 97205

About PHILLIPS AND COMPANY ADVISORS LLC

PHILLIPS AND COMPANY ADVISORS LLC is a Portland, Oregon based financial advisory firm with nearly $1,410,908,388 in assets under management and provides investment advisory services for 1384 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

167214

Firm SEC#:

801-63879

Assets Under Management:

$1,410,908,388

No. of Clients:

1384

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Other (FOUNDATION AND ENDOWMENT CONSULTING)

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