Phillips and Company Advisors LLC

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Phillips and Company Advisors LLC
CRD #167214
SEC #801-63879
CIK #0080163879
AUM $1.4 BB (2024-03-31)
Employees 22 (68% Investors, 64% Brokers)
Phone503-224-0858
Address521 SW 11th Avenue
Portland, OR 97205
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1500120090060030002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 901 96.5
(b) Individuals (high net worth individuals) 60 645.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 134 567.6
(h) Charitable organizations 10 61.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 20 40.0
(n) Other 0 0.0
Total 1,384 1,410.9
By Discretionary
Discretionary 456 193.5
Non-Discretionary 928 1,217.5
Total 1,384 1,410.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,410.9
Total 1,384 1,410.9
Comparable Firms State AUM ($BB)
Executive Wealth Management LLC
MI 1.4
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CO 1.4
Westfuller Advisors LLC
NY 1.4
Sierra Capital LLC
FL 1.4
Flexible Plan Investments Ltd
MI 1.4
Capitol Securities Management Inc
VA 1.4
Atomi Financial Group Inc
NY 1.4
Potomac Fund Management Inc
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PDS Planning Inc
OH 1.4
Delta Asset Management LLC
TN 1.4
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