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| Phillips and Company Advisors LLC
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|---|---|
| CRD # | 167214 |
| SEC # | 801-63879 |
| CIK # | 0080163879 |
| AUM | 2,665.0 M (2026-03-26) |
| Employees | 19 (68% 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) | 934 | 0.2 |
| (b) Individuals (high net worth individuals) | 176 | 1.6 |
| (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 | 134 | 0.6 |
| (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 | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,675 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,527 | 1.2 |
| Non-Discretionary | 148 | 1.5 |
| Total | 2,675 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,675 | 2.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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