Phillips And Company Advisors LLC is a large advisory firm based in Portland. It manages $1 billion of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.
Phillips And Company Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and foundation and endowment consulting. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Phillips And Company Advisors LLC is $1 billion. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Phillips And Company Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Phillips And Company Advisors is high net worth individuals with 50 clients and $600 million of assets under management. Among the 11 most similar advisory firms, Phillips And Company Advisors has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1 billion for 950 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Phillips And Company Advisors doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Phillips And Company Advisors LLC performs its advisory services is located at 521 Sw 11 Th Avenue, Portland, OR 97205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-224-0858 or by fax 503-224-8207. The normal business hours are 6:30 am- 4:00 pst on Monday - Friday. You can find more information about the New York firm at phillipsandco.com and its LinkedIn profile.