PHILLIPS AND COMPANY ADVISORS LLC is a Portland, Oregon based financial advisory firm with nearly $1,410,908,388 in assets under management and provides investment advisory services for 1384 clients. There are currently 22 financial advisors at the firm.
General Information |
| Firm CRD#: | 167214 | |
| SEC#: | 801-63879 | |
| Assets under Management: | $1,410,908,388 | |
| No. of Clients: | 1384 | |
| No. of Advisors: | 22 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Other (FOUNDATION AND ENDOWMENT CONSULTING) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| TRUE PRIVATE WEALTH ADVISORS, LLC | 164947 | 801-76997 | 4412 | 21 | $1,240,700,489 |
| CABLE HILL PARTNERS, LLC | 168252 | 801-78336 | 2982 | 29 | $1,977,399,614 |
| M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | 801-66320 | 2489 | 5 | $1,298,014,846 |
| HUMAN INVESTING | 133017 | 801-63556 | 2481 | 22 | $1,640,569,894 |
| TPG FINANCIAL ADVISORS, LLC | 141153 | 801-77417 | 1514 | 20 | $1,657,763,372 |
| PHILLIPS AND COMPANY ADVISORS LLC | 167214 | 801-63879 | 1384 | 22 | $1,410,908,388 |
| MATISSE CAPITAL | 155424 | 801-72004 | 750 | 10 | $1,356,007,202 |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC | 159419 | 801-72857 | 592 | 14 | $1,255,654,705 |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | 108138 | 801-55026 | 418 | 15 | $1,728,004,990 |
| MULTNOMAH GROUP, INC. | 132131 | 801-64554 | 315 | 23 | $1,305,357,629 |
| QUEST INVESTMENT MANAGEMENT, LLC | 110640 | 801-23659 | 80 | 10 | $1,518,748,866 |
| SELLWOOD INVESTMENT PARTNERS LLC | 164696 | 801-76867 | 68 | 15 | $1,883,200,000 |
| ENDEAVOUR CAPITAL | 160800 | 801-73250 | 8 | 23 | $2,159,591,898 |
| EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | 182520 | 801-96301 | 4 | 36 | $1,180,749,835 |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC | 166263 | 801-77485 | 3 | 21 | $1,303,608,074 |