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PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214 · SEC 801-63879
521 SW 11TH AVENUE, SUITE 200, PORTLAND, OR, 97205, United States
Phone
503-224-0858
Fax
503-224-8207
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$1.21B
Team
19 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFOUNDATION AND ENDOWMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 934 | $239.7M |
| High net worth individuals | 176 | $1.61B |
| Pension/profit sharing plans | 134 | $603.8M |
| Charitable organizations | 10 | $109.4M |
| Corporations/business entities | 19 | $98.8M |
States served
AL, AK, AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NC, ND, OH, OK, OR, PA, TN, UT, WI, MO, WA, TX, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD