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| Phillips and Company Advisors LLC
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|
|---|---|
| CRD # | 167214 |
| SEC # | 801-63879 |
| CIK # | 0080163879 |
| AUM | $2.3 B (2025-05-05) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 503-224-0858 |
| Address | 521 SW 11th Avenue Portland, OR 97205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,295 | 0.3 |
| (b) Individuals (high net worth individuals) | 65 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 135 | 0.5 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,525 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,050 | 1.1 |
| Non-Discretionary | 475 | 1.2 |
| Total | 1,525 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,525 | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rothschild Investment LLC
✚
|
IL | 2.3 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
✚
|
2.3 | |
|
Embree Financial Group
✚
|
IL | 2.3 |
|
EFS Advisors LLC
✚
|
MN | 2.3 |
|
Mitchell McLeod Pugh & Williams Inc
✚
|
2.3 | |
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2.3 |
|
Garde Capital Inc
✚
|
WA | 2.3 |
|
Hilltop Securities Inc
✚
|
TX | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.2 |
|
Multnomah Group Inc
✚
|
OR | 2.2 |