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Phillips And Company Advisors LLC CRD 167214
$2.66B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-27 |
| LA | RA | APPROVED | 2024-06-12 |
| IN | RA | APPROVED | 2024-02-28 |
| NC | RA | APPROVED | 2018-06-29 |
| GA | RA | APPROVED | 2015-01-07 |
| TX | RA | APPROVED_RES | 2015-01-06 |
| CO | RA | APPROVED | 2015-01-02 |
| MN | RA | APPROVED | 2015-01-02 |
| WI | RA | APPROVED | 2015-01-02 |
| AZ | RA | APPROVED | 2014-01-07 |
| MA | RA | APPROVED | 2014-01-06 |
| CA | RA | APPROVED | 2014-01-02 |
| KY | RA | APPROVED | 2014-01-02 |
| MO | RA | APPROVED | 2014-01-02 |
| WA | RA | APPROVED | 2014-01-02 |
| OR | RA | APPROVED | 2013-11-06 |
Branch Locations
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips & Company Securities Inc. | Portland | OR | 02/1995 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 11/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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