Phillips and Company

Who Is Phillips and Company?

Phillips and Company is an independent, SEC-registered investment advisory firm based in Portland, Oregon. Established in 1992 by Tim Phillips, the firm has grown to become one of the largest investment firms in the state, serving over 5,000 clients nationwide. Their mission is to improve the lives and financial strength of individuals, families, and institutions through thoughtful, comprehensive, and innovative advice.

Who Owns Phillips and Company?

Phillips and Company was founded by Tim Phillips, who also serves as the Chief Executive Officer. As the owner and leader of the firm, Tim Phillips has been instrumental in shaping its mission and values. Under his guidance, the company has become a prominent player in the financial services industry in Oregon.

When Was Phillips and Company Founded?

Phillips and Company was founded in 1992 by Tim Phillips.

What Services Does Phillips and Company Offer?

Phillips and Company offers a comprehensive range of financial services, including:

• Wealth Management
• 401(k) Retirement Services
• Institutional Wealth Management
• Foundations and Endowments
• Cash Balance Plans
• Profit Sharing Plans
• Income Strategies
• Tax Strategies
• Retirement Strategies

These services are designed to cater to the diverse financial needs of their clients, ensuring personalized and effective financial strategies.

Phillips and Company Business Information

Phillips and Company is a privately held firm specializing in financial services. The company has an estimated annual revenue of $6 million and employs approximately 32 individuals.

Phillips and Company Contact

For inquiries or to schedule a consultation, you can reach Phillips and Company through the following methods:

Phone Number

The main office phone number is +1 503-224-0858.

Mobile Phone

No mobile phone number could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Fax

No fax number could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Email Address

No email address could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Address

Phillips and Company is located at 521 SW 11th Ave, Suite 200, Portland, OR 97205.

Working Hours

Phillips and Company serves during weekday business hours; please get in touch for exact times.

What Time Does Phillips and Company Open?

Specific opening hours are not provided; please contact Phillips and Company directly for the most accurate information.

What Time Does Phillips and Company Close?

Specific closing hours are not provided; please contact Phillips and Company directly for the most accurate information.

Is Phillips and Company Open on Weekends?

Phillips and Company operates during weekday business hours; please contact them directly to inquire about weekend availability.

Is Phillips and Company Open on Sundays?

Phillips and Company operates during weekday business hours; please contact them directly to inquire about Sunday availability.

Phillips and Company Instagram

No Instagram account could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Phillips and Company Facebook

No Facebook account could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Phillips and Company Twitter (X)

No Twitter account could be identified for Phillips and Company; contacting the company directly is recommended for the most up-to-date information.

Phillips and Company LinkedIn

Phillips and Company maintains a presence on LinkedIn, where they share updates and insights related to their services and the financial industry. You can follow them at: