Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over 5,000 clients nationwide. As one of the largest investment firms in Oregon, the company leverages its collective experience to recommend and monitor investment strategies for its clients.
Company Details
- Employees
- 21
- Founded
- 1992
- Address
- 521 Sw 11th Ave,
- Phone
- 800.572.4765
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- phillipsandco.com
- Keywords
- Wealth Management, 401(k) Retirement Services, Institutional Wealth Management, Foundations, Endowments, Cash Balance Plans, Profit Sharing Plans, Income Strategies, Tax Strategies, Retirement Strategies.
- HQ
- Portland, Oregon
Phillips And Company Wealth Strategies Questions
Phillips And Company Wealth Strategies's helpline number is 800.572.4765
Phillips And Company Wealth Strategies's website is phillipsandco.com
Phillips And Company Wealth Strategies's LinkedIn profile is https://www.linkedin.com/company/phillipsandcompany
Phillips And Company Wealth Strategies has
21 employees.
View email and phone details for 21
employees at Phillips And Company Wealth Strategies.
Phillips And Company Wealth Strategies's industry is
Financial Services
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Phillips And Company Wealth Strategies's categories are Financial Services
Phillips And Company Wealth Strategies's founding year is 1992
