Phillips
Likely to Engage tag.Highly Engaged Employees

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

521 SW 11th Ave Ste 200, Portland, Orego...

Phone Number

(503) 224-0858

Website

www.phillipsandco.com

Revenue

$13 Million

Industry

Finance Securities Trading

About Phillips

Phillips & Company is a wealth management firm headquartered in Portland, Oregon. Founded in 1994, the company provides financial services including wealth management, 401(k) investing, and family office and philanthropy services. It serves a diverse client base consisting of successful business owners, CEOs, individuals, foundations, and endowments. The firm operates as an independent investment advisor registered with the Securities Exchange Commission, delivering customized strategies focused on asset growth, tax efficiency, and capital preservation through a collaborative, team-based approach.Explore more
Phillips's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Phillips Org Chart

PhoneEmail
TE
United States flag for contact location.
T . Edwards

Vice President, Wealth Strategies

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Matthew Moore

Senior Manager, Investment

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MG
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Michael Goodrich

Senior Manager, Investment and Member, Corpor...

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Matthew Schmidt

Senior Manager, Investment & Member, Corporat...

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Compare Similar Companies to Phillips

Compare insights from companies similar to Phillips, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Phillips

$13M
11-50
Private
<$5M
1992
TE
T . EdwardsVice President, Wealth Strategies
Vivaldi Capital Managemen...
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
Beck Capital Management
$5.7M
11-50
Private
-
1997
BM
Brent McGuireCEO
Woodmont Investment Couns...
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
Wealth Advisory Services
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Phillips Tech Stack

A closer look at the technologies used by Phillips

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
Google AdSense

By

Google
See more technologies

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Frequently Asked Questions Regarding Phillips

What is Phillips's official website?
Phillips's official website is www.phillipsandco.com What is Phillips's Revenue?
Phillips's revenue is $13 Million What is Phillips's SIC code?
Phillips's SIC: 62,628 What is Phillips's NAICS code?
Phillips's NAICS: 52,523 How many employees does Phillips have?
Phillips has 11-50 employees What industry does Phillips belong to?
Phillips is in the industry of: Finance, Securities Trading What is Phillips competition?
Phillips top competitors include: Beck Capital Management, Vivaldi Capital Management, Wealth Advisory Services, Woodmont Investment Counsel What technology does Phillips use?
Some of the popular technologies that Phillips uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google AdSense How do I contact Phillips?
Phillips contact info: Phone number: (503) 224-0858 Website: www.phillipsandco.com What does Phillips do?

Phillips & Company is a wealth management firm headquartered in Portland, Oregon. Founded in 1994, the company provides financial services including wealth management, 401(k) investing, and family office and philanthropy services. It serves a diverse client base consisting of successful business owners, CEOs, individuals, foundations, and endowment... s. The firm operates as an independent investment advisor registered with the Securities Exchange Commission, delivering customized strategies focused on asset growth, tax efficiency, and capital preservation through a collaborative, team-based approach.Read More

 What are Phillips social media links?
Phillips Linkedin page Phillips Twitter page Phillips Facebook page Is Phillips a public company?
Phillips is private company therefore does not currently have an official ticker symbol
See more information about Phillips

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