PHILLIPS AND COMPANY ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$2,664,967,346
Discretionary
$1,205,123,288
Non-discretionary
$1,459,844,058
Firm details
- CRD number
- 167214
- SEC file number
- 801-63879
- Main office
- PORTLAND, OR, United States
- Employees
- 19
- SEC status
- Approved
- Website
- HTTPS://WWW.PHILLIPSANDCO.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.