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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1992
- Office Locations
- 1
Office Locations
About Phillips AND Company Advisors LLC
Phillips & Company is an independently owned Portland, OR wealth management firm (serving clients since 1994) working with successful business owners, CEOs, individuals, and foundations/endowments. The team uses a collaborative, goal-based approach and an independent investment philosophy focused on long-term results across market cycles. Client accounts are supported through Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TIMOTHY CHARLES PHILLIPS
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
JAMES TODD SMITH
Chief Compliance Officer, Chief Financial Officer
- CRD
- #1396542
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS SCOTT EDWARDS
Vice President – Wealth Strategies
- CRD
- #2667879
Catherine Gill
Senior Client Service Advisor
- CRD
- #6371093
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,205,123,288 | $476,899 |
| Non-Discretionary | $1,459,844,058 | $9,863,811 |
| Total | $2,664,967,346 | $996,249 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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