Phillips And Company Advisors LLC
Phillips And Company Advisors LLC (CRD# 167214) is a financial advisory firm headquartered in Portland, OR. They manage $1,171,903,143 in 1,211 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management1,172MILLION
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Total Number of Accounts1,211ACCOUNTS
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Average Account Value$967,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
Matthew Schmidt (CRD# 2776776) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 27 years of experience in the finance industry.
James Smith (CRD# 1396542) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 29 years of experience in the finance industry.
Sanders Vogel (CRD# 2556177) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 29 years of experience in the finance industry.