Phillips And Company Advisors LLC

Phillips And Company Advisors LLC (CRD# 167214) is a financial advisory firm headquartered in Portland, OR. They manage $979,416,528 in 2,011 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    979
    MILLION
  • Total Number of Accounts
    2,011
    ACCOUNTS
  • Average Account Value
    $487,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI

Financial Advisors at Phillips And Company Advisors LLC
Showing 1 - 10 of 17 top financial advisors.
1
Daniel C. Colwill
CRD#: 3208498
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Daniel Colwill (CRD# 3208498) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 12 years of experience in the finance industry.

2
Thomas S. Edwards
CRD#: 2667879
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Thomas Edwards (CRD# 2667879) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 21 years of experience in the finance industry.

3
Evan T. Elken
CRD#: 5761105
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Evan Elken (CRD# 5761105) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 6 years of experience in the finance industry.

4
Michael F. Goodrich
CRD#: 2601331
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Michael Goodrich (CRD# 2601331) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 21 years of experience in the finance industry.

5
Michael S. Hardy
CRD#: 3267784
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Michael Hardy (CRD# 3267784) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 17 years of experience in the finance industry.

6
Mark T. Loewen
CRD#: 2899549
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Mark Loewen (CRD# 2899549) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 19 years of experience in the finance industry.

7
George E. Macdonald
CRD#: 2477453
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

George Macdonald (CRD# 2477453) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 22 years of experience in the finance industry.

8
Stacy A. Noll
CRD#: 4766908
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Stacy Noll (CRD# 4766908) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 12 years of experience in the finance industry.

9
Chad J. Parlow
CRD#: 3263875
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Chad Parlow (CRD# 3263875) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 17 years of experience in the finance industry.

10
Matthew M. Schmidt
CRD#: 2776776
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Matthew Schmidt (CRD# 2776776) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 20 years of experience in the finance industry.

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