PHILLIPS AND COMPANY ADVISORS LLC

PHILLIPS AND COMPANY ADVISORS LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 167214). Regulatory assets under management: $2.7B.

Registration

• CRD: 167214
• SEC file number: 801-63879
• Type: Registered investment adviser
• Location: 521 SW 11TH AVENUE, SUITE 200, PORTLAND, OR, 97205
• Phone: 503-224-0858
• Latest filing: 2026-03-26
• Regulatory AUM: $2.7B
• Discretionary AUM: $1.2B
• Non-discretionary AUM: $1.5B
• Clients: 19
• Accounts: 2,675

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167214 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search