Investment adviser · CRD 35800

PHILLIPS & COMPANY

Investment adviser filing (IA)

PHILLIPS AND COMPANY ADVISORS, LLC

PORTLAND, OR, United States · Form ADV filed Nov 5, 2013

Regulatory AUM
$754M
Form ADV · Item 5.F
Client accounts
1,991
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
16
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 5, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1300 SW FIFTH AVE, SUITE 2100
PORTLAND, OR, 97201-5628, United States

CRD 35800

Filing source

Form ADV 764875 · Nov 5, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.