|
⚲
|
| Phillips and Company Advisors LLC
✚
|
|
|---|---|
| CRD # | 167214 |
| SEC # | 801-63879 |
| CIK # | |
| AUM | $1.2 BB (2023-03-31) |
| Employees | 21 (67% Investors, 67% Brokers) |
| Phone | 503-224-0858 |
| Address | 521 SW 11th Avenue Portland, OR 97205 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 857 | 78.7 |
| (b) Individuals (high net worth individuals) | 54 | 535.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 139 | 493.8 |
| (h) Charitable organizations | 10 | 31.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 32.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,211 | 1,171.9 |
| By Discretionary | ||
| Discretionary | 416 | 146.7 |
| Non-Discretionary | 795 | 1,025.2 |
| Total | 1,211 | 1,171.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,171.9 | |
| Total | 1,211 | 1,171.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JB Capital LLC
✚
|
CT | 1.2 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.2 |
|
Executive Wealth Management LLC
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|
MI | 1.2 |
|
Godsey & GIBB Inc
✚
|
VA | 1.2 |
|
Capita Financial Network LLC
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|
UT | 1.2 |
|
SRS Capital Advisors Inc
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|
CO | 1.2 |
|
Beese Fulmer Investment Management Inc
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|
OH | 1.2 |
|
Boenning & Scattergood Inc
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|
PA | 1.2 |
|
Alera Investment Advisors LLC
✚
|
IL | 1.2 |
|
Fiduciary Advisors Inc
✚
|
MO | 1.1 |