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).

By the Numbers
  • Total Assets Under Management
    1,172
    MILLION
  • Total Number of Accounts
    1,211
    ACCOUNTS
  • Average Account Value
    $967,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
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, 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

Financial Advisors at Phillips And Company Advisors LLC
Showing 11 - 13 of 13 top financial advisors.
11
Matthew M. Schmidt
CRD#: 2776776
521 Sw 11th Avenue, Suite 200, Portland, OR 97205

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.

12
James T. Smith
CRD#: 1396542
521 Sw 11th Avenue, Suite 200, Portland, OR 97205

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.

13
Sanders L. Vogel
CRD#: 2556177
521 Sw 11th Avenue, Suite 200, Portland, OR 97205

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.

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