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PHILLIPS AND COMPANY ADVISORS LLC

PORTLAND, OR · CRD 167214 · IAPD ↗ · phillipsandco.com · 503-224-0858

$2.66BRegulatory AUM
13Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — PHILLIPS AND COMPANY ADVISORS LLC reported RAUM up 61% ($1.41B -> $2.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.