Phillips And Company Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

167214

SEC number

801-63879

Firm type

RIA

Assets under management

$2.7B as of Mar 26, 2026

Website

www.phillipsandco.com ↗

Phone

503-224-0858

Address

521 Sw 11th Avenue, Portland, OR, 97205

Advisors at this firm

13 in our index · page 1 of 1

• Thomas Scott EdwardsCRD 2667879 · Portland, OR
  IA RegisteredRegistration inactive
• Michael Frank GoodrichCRD 2601331 · Portland, OR
  IA RegisteredRegistration inactive
• Catherine GillCRD 6371093 · Portland, OR
  IA RegisteredRegistration inactive
• Michael Scott HardyCRD 3267784 · Portland, OR
  IA RegisteredRegistration inactive
• Kristen Leigh Trudo HughesCRD 2859940 · Portland, OR
  IA RegisteredRegistration inactive
• Mark Timothy LoewenCRD 2899549 · Portland, OR
  IA RegisteredRegistration inactive
• George Earl MacdonaldCRD 2477453 · Portland, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• George Joseph MyersCRD 5776719 · Portland, OR
  IA Registered
• Stacy Allan NollCRD 4766908 · Portland, OR
  IA RegisteredRegistration inactive
• Chad James ParlowCRD 3263875 · Portland, OR
  IA RegisteredRegistration inactive
• Timothy Charles PhillipsCRD 1395428 · Portland, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Martin SchmidtCRD 2776776 · Portland, OR
  IA RegisteredRegistration inactive
• James Todd SmithCRD 1396542 · Portland, OR
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.