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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| MN | RA | APPROVED | 2021-04-06 |
| MA | RA | APPROVED | 2018-09-24 |
| PA | RA | APPROVED | 2016-12-27 |
| AZ | RA | APPROVED | 2014-01-07 |
| UT | RA | APPROVED | 2014-01-03 |
| AK | RA | APPROVED | 2014-01-02 |
| IA | RA | APPROVED | 2014-01-02 |
| MT | RA | APPROVED | 2014-01-02 |
| TX | RA | APPROVED | 2014-01-02 |
| WA | RA | APPROVED | 2014-01-02 |
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 | 09/1995 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 11/2013 | Present |
Riverlab LLC The business is not investment related. Address: 60956 BACHELOR VIEW ROAD, BEND, OR, 97702 Nature of business: Provides administrative services to family offices. Position: Consultant Start date: 10/16/2020 Hours committed: 2 per month Hours during trading hours: 0 per month Duties: Project consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-06 |
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