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PHILLIPS AND COMPANY ADVISORS LLC
Tel: 503-224-0858
521 Sw 11th Avenue Suite 200
Portland, Oregon 97205
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
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)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
167214
SEC#:
801-63879
No. of Clients:
1384
Assets under Management
$1,410,908,388
No. of Advisors:
22
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