The PHILLIPS AND COMPANY ADVISORS LLC is a privately held investment adviser that advises $2.66Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PHILLIPS AND COMPANY ADVISORS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 139.15% over the last 5-years.
The Group has been registered with the SEC for 14.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 521 SW 11TH AVENUE SUITE 200, PORTLAND, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 19 employees comprised of 13 investment and 6 non-investment staff. The total number of Employees increased by 5.56% over the last 5-years.
Their $2.66Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 163 other accounts. Assets of High Net Worth Individuals clients own $1.61Bn or 60.53% of Total Assets and Pension and Profit Sharing Plans-Private own $603.85mn or 22.66% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
PHILLIPS AND COMPANY ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.