PHILLIPS AND COMPANY ADVISORS LLC

521 Sw 11th Avenue
Suite 200
Portland, Oregon 97205
Tel: 503-224-0858

About PHILLIPS AND COMPANY ADVISORS LLC

PHILLIPS AND COMPANY ADVISORS LLC, formally registered with the SEC as PHILLIPS AND COMPANY ADVISORS LLC. The firm was established in 10/31/2011. They have over 1 offices throughout the country.

PHILLIPS AND COMPANY ADVISORS LLC is a Portland, Oregon based Financial Planning firm with nearly $1,410,908,388 assets under management, offering retirement planning & investment advisory services to 1384 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167214
SEC#	801-63879
Assets Managed by Firm	$1,410,908,388
No. of Clients	1384
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (FOUNDATION AND ENDOWMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1384	$1,410,908,388
Individuals (other than high net worth individuals)	901	$96,482,005
High net worth individuals	60	$645,687,264
Pension and profit sharing plans	134	$567,585,763
Charitable organizations	10	$61,153,356
Corporations or other businesses	20	$40,000,000

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