Active
PHILLIPS AND COMPANY ADVISORS LLC
Investment Advice|PORTLAND, OR
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.3B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.1B |
| Non-Discretionary | 1.2B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 167214 |
| SEC Number | 801-63879 |
| Street Address | 521 SW 11TH AVENUE |
| Street Address 2 | SUITE 200 |
| Location | PORTLAND, OR 97205 |
| Country | United States |
| Phone | 503-224-0858 |
| Fax | 503-224-8207 |
| Total Employees | 21 |
Client Count by Type (1,525 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,295 |
| Pension/Profit Sharing Pl… | 135 |
| High Net Worth Individual… | 65 |
| Corporations/Businesses | 20 |
| Charitable Organizations | 10 |
Community Partners
CITY OF BARLOW
CITY OF CANBY
CITY OF DURHAM
CITY OF ESTACADA
CITY OF GLADSTONE
CITY OF JOHNSON CITY
CITY OF KING CITY
CITY OF LAKE OSWEGO
CITY OF MAYWOOD PARK
CITY OF MOLALLA
CITY OF OREGON CITY
CITY OF RIVERGROVE
CITY OF SANDY
CITY OF WEST LINN
CITY OF WILSONVILLE
COUNTY OF CLACKAMAS
CITY OF BARLOW
CITY OF CANBY
CITY OF DURHAM
CITY OF ESTACADA
CITY OF GLADSTONE
CITY OF JOHNSON CITY
CITY OF KING CITY
CITY OF LAKE OSWEGO
CITY OF MAYWOOD PARK
CITY OF MOLALLA
CITY OF OREGON CITY
CITY OF RIVERGROVE
CITY OF SANDY
CITY OF WEST LINN
CITY OF WILSONVILLE
COUNTY OF CLACKAMAS
CITY OF BARLOW
CITY OF CANBY
CITY OF DURHAM
CITY OF ESTACADA
CITY OF GLADSTONE
CITY OF JOHNSON CITY
CITY OF KING CITY
CITY OF LAKE OSWEGO
CITY OF MAYWOOD PARK
CITY OF MOLALLA
CITY OF OREGON CITY
CITY OF RIVERGROVE
CITY OF SANDY
CITY OF WEST LINN
CITY OF WILSONVILLE
COUNTY OF CLACKAMAS
Municipal Government
16 Active
16
Organizations
ALDER CREEK BARLOW WATER DISTRICT
BORING WATER DISTRICT
CANBY FIRE PROTECTION DISTRICT
CANBY RURAL FIRE PROTECTION DISTRICT 62
CLACKAMAS COUNTY FIRE DISTRICT NO. 1
CLACKAMAS COUNTY RURAL FIRE PROTECTION DISTRICT 1
CLACKAMAS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CLACKAMAS RIVER WATER
CLACKAMAS RIVER WATER DISTRICT
CLACKAMAS RIVER WATER PROVIDERS
CLACKAMAS SOIL AND WATER CONSERVATION DISTRICT
COLTON RURAL FIRE PROTECTION DISTRICT
COLTON VOLUNTEER FIREFIGHTERS ASSOCIATION
COLTON WATER DISTRICT
COUNTRY CLUB WATER DISTRICT
ESTACADA CEMETERY MAINTENANCE DISTRICT
ESTACADA RURAL FIRE DISTRICT
ESTACADA RURAL FIRE PROTECTION DISTRICT
GNR WATER DISTRICT
GOVERNMENT CAMP ROAD DISTRICT
ALDER CREEK BARLOW WATER DISTRICT
BORING WATER DISTRICT
CANBY FIRE PROTECTION DISTRICT
CANBY RURAL FIRE PROTECTION DISTRICT 62
CLACKAMAS COUNTY FIRE DISTRICT NO. 1
CLACKAMAS COUNTY RURAL FIRE PROTECTION DISTRICT 1
CLACKAMAS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CLACKAMAS RIVER WATER
CLACKAMAS RIVER WATER DISTRICT
CLACKAMAS RIVER WATER PROVIDERS
CLACKAMAS SOIL AND WATER CONSERVATION DISTRICT
COLTON RURAL FIRE PROTECTION DISTRICT
COLTON VOLUNTEER FIREFIGHTERS ASSOCIATION
COLTON WATER DISTRICT
COUNTRY CLUB WATER DISTRICT
ESTACADA CEMETERY MAINTENANCE DISTRICT
ESTACADA RURAL FIRE DISTRICT
ESTACADA RURAL FIRE PROTECTION DISTRICT
GNR WATER DISTRICT
GOVERNMENT CAMP ROAD DISTRICT
ALDER CREEK BARLOW WATER DISTRICT
BORING WATER DISTRICT
CANBY FIRE PROTECTION DISTRICT
CANBY RURAL FIRE PROTECTION DISTRICT 62
CLACKAMAS COUNTY FIRE DISTRICT NO. 1
CLACKAMAS COUNTY RURAL FIRE PROTECTION DISTRICT 1
CLACKAMAS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CLACKAMAS RIVER WATER
CLACKAMAS RIVER WATER DISTRICT
CLACKAMAS RIVER WATER PROVIDERS
CLACKAMAS SOIL AND WATER CONSERVATION DISTRICT
COLTON RURAL FIRE PROTECTION DISTRICT
COLTON VOLUNTEER FIREFIGHTERS ASSOCIATION
COLTON WATER DISTRICT
COUNTRY CLUB WATER DISTRICT
ESTACADA CEMETERY MAINTENANCE DISTRICT
ESTACADA RURAL FIRE DISTRICT
ESTACADA RURAL FIRE PROTECTION DISTRICT
GNR WATER DISTRICT
GOVERNMENT CAMP ROAD DISTRICT
Special District
50 Active
50
Organizations
CANBY SCH DIST 86
CLACKAMAS ACADEMY OF INDUSTRIAL SCIENCES
CLACKAMAS COMMUNITY COLLEGE
CLACKAMAS COUNTY SCHOOL DISTRICT NO 53
CLACKAMAS EDUCATION SERVICE DISTRICT
COLTON SCH DIST 53
ESTACADA SCH DIST 108
GLADSTONE SCH DIST 115
LAKE OSWEGO SCH DIST 7 J
MOLALLA RIVER SCH DIST 35
MULTNOMAH CO SCHOOL DIST 3
MULTNOMAH COUNTY SCHOOL DIST 1J
NORTH CLACKAMAS SCH DIST 12
OREGON CITY SCH DIST 62
OREGON TRAIL SCHOOL DISTRICT 46
WEST LINN-WILSONVILLE SCH DIST 3J
CANBY SCH DIST 86
CLACKAMAS ACADEMY OF INDUSTRIAL SCIENCES
CLACKAMAS COMMUNITY COLLEGE
CLACKAMAS COUNTY SCHOOL DISTRICT NO 53
CLACKAMAS EDUCATION SERVICE DISTRICT
COLTON SCH DIST 53
ESTACADA SCH DIST 108
GLADSTONE SCH DIST 115
LAKE OSWEGO SCH DIST 7 J
MOLALLA RIVER SCH DIST 35
MULTNOMAH CO SCHOOL DIST 3
MULTNOMAH COUNTY SCHOOL DIST 1J
NORTH CLACKAMAS SCH DIST 12
OREGON CITY SCH DIST 62
OREGON TRAIL SCHOOL DISTRICT 46
WEST LINN-WILSONVILLE SCH DIST 3J
CANBY SCH DIST 86
CLACKAMAS ACADEMY OF INDUSTRIAL SCIENCES
CLACKAMAS COMMUNITY COLLEGE
CLACKAMAS COUNTY SCHOOL DISTRICT NO 53
CLACKAMAS EDUCATION SERVICE DISTRICT
COLTON SCH DIST 53
ESTACADA SCH DIST 108
GLADSTONE SCH DIST 115
LAKE OSWEGO SCH DIST 7 J
MOLALLA RIVER SCH DIST 35
MULTNOMAH CO SCHOOL DIST 3
MULTNOMAH COUNTY SCHOOL DIST 1J
NORTH CLACKAMAS SCH DIST 12
OREGON CITY SCH DIST 62
OREGON TRAIL SCHOOL DISTRICT 46
WEST LINN-WILSONVILLE SCH DIST 3J
School District
16 Active
16
Organizations
1000 FRIENDS OF OREGON
100 LANGUAGES DBA StudioLingua
1031 COMMUNITY THEATRE
107 INDEPENDENT SUPPORTERS TRUST
125 SPECIAL TACTICS SQUADRON MWR
12X12 CLUB INC
141 BRIGADE SUPPORT BATTALION REGIMENTAL ASSOCIATION
147 CENTENNIAL REBEKAH LODGE
1803 FUND
1 WASHINGTON PM & ST
2016 WOMEN MARINES CONVENTION
2020 Our Oregon Voter Guide
2022 Our Oregon Voter Guide
211INFO
21st Century Cardiothoracic Surgical
21TEN THEATRE INC
22ND WILDWOOD
247 MEDIA MINISTRIES
24-7 Prayer USA
2828 CORBETT INC
1000 FRIENDS OF OREGON
100 LANGUAGES DBA StudioLingua
1031 COMMUNITY THEATRE
107 INDEPENDENT SUPPORTERS TRUST
125 SPECIAL TACTICS SQUADRON MWR
12X12 CLUB INC
141 BRIGADE SUPPORT BATTALION REGIMENTAL ASSOCIATION
147 CENTENNIAL REBEKAH LODGE
1803 FUND
1 WASHINGTON PM & ST
2016 WOMEN MARINES CONVENTION
2020 Our Oregon Voter Guide
2022 Our Oregon Voter Guide
211INFO
21st Century Cardiothoracic Surgical
21TEN THEATRE INC
22ND WILDWOOD
247 MEDIA MINISTRIES
24-7 Prayer USA
2828 CORBETT INC
1000 FRIENDS OF OREGON
100 LANGUAGES DBA StudioLingua
1031 COMMUNITY THEATRE
107 INDEPENDENT SUPPORTERS TRUST
125 SPECIAL TACTICS SQUADRON MWR
12X12 CLUB INC
141 BRIGADE SUPPORT BATTALION REGIMENTAL ASSOCIATION
147 CENTENNIAL REBEKAH LODGE
1803 FUND
1 WASHINGTON PM & ST
2016 WOMEN MARINES CONVENTION
2020 Our Oregon Voter Guide
2022 Our Oregon Voter Guide
211INFO
21st Century Cardiothoracic Surgical
21TEN THEATRE INC
22ND WILDWOOD
247 MEDIA MINISTRIES
24-7 Prayer USA
2828 CORBETT INC
Nonprofit Organization
9634 Active
9634
Organizations
Community Partners132 organizations
ALDER CREEK BARLOW WATER DISTRICT
Special District·SANDY
BORING WATER DISTRICT
Special District·BORING
CANBY FIRE PROTECTION DISTRICT
Special District·CANBY
CANBY RURAL FIRE PROTECTION DISTRICT 62
Special District·CANBY
CLACKAMAS COUNTY FIRE DISTRICT NO. 1
Special District·MILWAUKIE
CLACKAMAS RIVER WATER
Special District·CLACKAMAS
CLACKAMAS RIVER WATER PROVIDERS
Special District·OREGON CITY
CLACKAMAS SOIL AND WATER CONSERVATION DISTRICT
Special District·BEAVERCREEK
COLTON VOLUNTEER FIREFIGHTERS ASSOCIATION
Special District·COLTON
COLTON WATER DISTRICT
Special District·COLTON
COUNTRY CLUB WATER DISTRICT
Special District·BRIGHTWOOD
ESTACADA CEMETERY MAINTENANCE DISTRICT
Special District·ESTACADA
ESTACADA RURAL FIRE DISTRICT
Special District·ESTACADA
GNR WATER DISTRICT
Special District·SANDY
GOVERNMENT CAMP ROAD DISTRICT
Special District·GOVERNMENT CAMP
GOVERNMENT CAMP SANITARY DISTRICT
Special District·GOVERNMENT CAMP
HOODLAND FIRE DISTRICT 74
Special District·WELCHES
LAKE GROVE PARK DISTRICT
Special District·LAKE OSWEGO
LAKE GROVE WATER DISTRICT
Special District·LAKE OSWEGO
MOLALLA RIVER IMPROVEMENT DISTRICT
Special District·CANBY
MOSSY BRAE WATER DISTRICT
Special District·WEST LINN
MULINO WATER DISTRICT
Special District·MULINO
NORTH CLACKAMAS COUNTY WATER COMMISSION
Special District·MILWAUKIE
OAK LODGE WATER SERVICES AUTHORITY
Special District·OAK GROVE
PALATINE HILL WATER DISTRICT
Special District·LAKE OSWEGO
PORT OF PORTLAND
Special District·PORTLAND
RIVERDALE RURAL FIRE PROTECTION DISTRICT
Special District·PORTLAND
RIVERGROVE WATER DISTRICT
Special District·LAKE OSWEGO
RIVERSIDE WATER DISTRICT
Special District·SANDY
SALMON RIVER PARK WATER IMPROVEMENT DISTRICT
Special District·BRIGHTWOOD
SLEEPY HOLLOW WATER DISTRICT
Special District·BRIGHTWOOD
SOUTH CLACKAMAS TRANSPORTATION DISTRICT
Special District·MOLALLA
SOUTH METRO AREA REGIONAL TRANSIT (SMART)
Special District·WILSONVILLE
SOUTHWOOD PARK WATER DISTRICT
Special District·PORTLAND
TRIMET
Special District·PORTLAND
URBAN FLOOD SAFETY AND WATER QUALITY DISTRICT
Special District·PORTLAND
WILDWOOD ANNEX WATER DISTRICT
Special District·WELCHES
CLACKAMAS ACADEMY OF INDUSTRIAL SCIENCES
School District·OREGON CITY
CLACKAMAS COMMUNITY COLLEGE
School District·OREGON CITY
CLACKAMAS COUNTY SCHOOL DISTRICT NO 53
School District·COLTON
CLACKAMAS EDUCATION SERVICE DISTRICT
School District·CLACKAMAS
MULTNOMAH CO SCHOOL DIST 3
School District·PORTLAND
MULTNOMAH COUNTY SCHOOL DIST 1J
School District·PORTLAND
1000 FRIENDS OF OREGON
Nonprofit Organization·PORTLAND
100 LANGUAGES DBA StudioLingua
Nonprofit Organization·Portland
1031 COMMUNITY THEATRE
Nonprofit Organization·Portland
107 INDEPENDENT SUPPORTERS TRUST
Nonprofit Organization·PORTLAND
125 SPECIAL TACTICS SQUADRON MWR
Nonprofit Organization·Portland
12X12 CLUB INC
Nonprofit Organization·PORTLAND
141 BRIGADE SUPPORT BATTALION REGIMENTAL ASSOCIATION
Nonprofit Organization·Portland
147 CENTENNIAL REBEKAH LODGE
Nonprofit Organization·Sandy
1803 FUND
Nonprofit Organization·PORTLAND
1 WASHINGTON PM & ST
Nonprofit Organization·Portland
2016 WOMEN MARINES CONVENTION
Nonprofit Organization·Portland
2020 Our Oregon Voter Guide
Nonprofit Organization·Portland
2022 Our Oregon Voter Guide
Nonprofit Organization·Portland
211INFO
Nonprofit Organization·PORTLAND
21st Century Cardiothoracic Surgical
Nonprofit Organization·Portland
21TEN THEATRE INC
Nonprofit Organization·Portland
22ND WILDWOOD
Nonprofit Organization·Portland
247 MEDIA MINISTRIES
Nonprofit Organization·WILSONVILLE
24-7 Prayer USA
Nonprofit Organization·Portland
2828 CORBETT INC
Nonprofit Organization·PORTLAND
2ND CHANCES ANIMAL SANCTUARY
Nonprofit Organization·Portland
32030 OPTIMIST CLUB OF CENTRAL PORTLAND
Nonprofit Organization·PORTLAND
333 OAK APARTMENTS
Nonprofit Organization·PORTLAND
350PDX
Nonprofit Organization·PORTLAND
364US
Nonprofit Organization·Lake Oswego
3 And D Hoops Inc
Nonprofit Organization·Portland
3D CENTER OF ART AND PHOTOGRAPHY
Nonprofit Organization·Portland
3 DIAMOND CONSTRUCTION, LLC
Nonprofit Organization·MULINO
3GPNW INC
Nonprofit Organization·Portland
3IS1
Nonprofit Organization·LAKE OSWEGO
40 MILE LOOP LAND TRUST
Nonprofit Organization·Portland
42ND AVE BUSINESS ASSOCIATION
Nonprofit Organization·PORTLAND
45th Parallel
Nonprofit Organization·Portland
45TH PARALLEL UNIVERSE
Nonprofit Organization·PORTLAND
4BCS INC.
Nonprofit Organization·PORTLAND
4C-ADAPT
Nonprofit Organization·Portland
4 PAWS HAVEN
Nonprofit Organization·Portland
4THEKIDZ
Nonprofit Organization·Portland
4 WORLDS UNITED SOCCER ALLIANCE
Nonprofit Organization·portland
4XNATION
Nonprofit Organization·Oregon City
501 COLLECTIVE
Nonprofit Organization·LAKE OSWEGO
55TH CASCADIA
Nonprofit Organization·Portland
5 Minutes Underground
Nonprofit Organization·Wilsonville
633 TUALATIN VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PORTLAND
636TH MT TABOR OF PORTLAND OR
Nonprofit Organization·Portland
8035 AFT-OREGON AFT AFL-CIO
Nonprofit Organization·PORTLAND
82ND AVENUE BUSINESS ASSOCIATION
Nonprofit Organization·Portland
82 ROSES COMMUNITY ENRICHMENT COALITION
Nonprofit Organization·Portland
90TH PLACE HOMEOWNERS ASSOCIATION
Nonprofit Organization·Portland
930 PLUS
Nonprofit Organization·Portland