PHILLIPS AND COMPANY ADVISORS LLC

PORTLAND, Oregon·4 registered advisors·CRD# 167214
SEC# 801-638790503-224-0858
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PHILLIPS AND COMPANY ADVISORS LLC

4 registered advisors
James Todd Smith
PORTLAND, Oregon
Joseph Thornton Harper
PORTLAND, Oregon
Kathleen Hatleli Rasmussen
PORTLAND, Oregon
Timothy Charles Phillips
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. PHILLIPS AND COMPANY ADVISORS LLC (CRD# 167214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.