Overview
Assets Under Management: $1.4 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 60
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.76
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 1,384
Discretionary Accounts: 456
Non-Discretionary Accounts: 928
Regulatory Filings
CRD Number: 167214
Last Filing Date: 2024-12-26 00:00:00
Website: https://linkedin.com/company/phillipsandcompany