PHILLIPS AND COMPANY ADVISORS, LLC

PHILLIPS & COMPANY

PORTLAND, Oregon·1 registered advisor·CRD# 35800

SEC# 801-503-224-0858

Firm Overview

AUM

$754M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at PHILLIPS AND COMPANY ADVISORS, LLC

1 registered advisor

Timothy Charles Phillips

PORTLAND, Oregon

CRD# 1395428

Office Locations

PORTLAND, Oregon

1 advisor

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Data sourced from SEC Form ADV filings. PHILLIPS AND COMPANY ADVISORS, LLC (CRD# 35800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.