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.
View Top Employees from Phillips and Company Wealth Strategies| Website | http://www.phillipsandco.com |
| Revenue | $12 million |
| Funding | $150000 |
| Employees | 21 (18 on RocketReach) |
| Founded | 1992 |
| Address | 521 SW 11th Ave 200, Portland, Oregon 97205, US |
| Phone | (503) 224-0858 |
| Fax | (503) 224-8207 |
| Technologies |
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| Industry | Financial Services, Finance General, Wealth Management, Finance, 401(k) Retirement Services, Institutional Wealth Management |
| Web Rank | 19 Million |
| Keywords | Tim Phillips Bend Oregon, Nothing Succeeds Like The Appearance Of Success Christopher Lasch About |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Phillips and Company Wealth Strategies Questions
The Phillips and Company Wealth Strategies annual revenue was $12 million in 2024.
Lacey Lawson is the Chief Operations Officer of Phillips and Company Wealth Strategies.
18 people are employed at Phillips and Company Wealth Strategies.
Phillips and Company Wealth Strategies is based in Portland, Oregon.
The NAICS codes for Phillips and Company Wealth Strategies are [52393, 5239, 523, 52].
The SIC codes for Phillips and Company Wealth Strategies are [628, 62].
Top Phillips and Company Wealth Strategies Employees
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ViewMichael Goodrich
Senior Investment Manager, Member, Corporate Officer at Phillips and Company Wealth Strategies
Portland, Oregon, United States21 -
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