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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-03 |
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 |
|---|---|---|---|---|
| Columbia Threadneedle | Portland | OR | 09/2004 | 03/2018 |
| Greenbridge Investment Management, Llc | Lake Oswego | OR | 11/2019 | 08/2021 |
| Self-Employed | Lake Oswego | OR | 04/2018 | 10/2019 |
| Unemployed | Bend | OR | 08/2021 | 01/2022 |
| Phillips And Company Advisors Llc | Portland | OR | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-06 |
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