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Firm Form ADV

Phillips & Company ADV Firm Brochure - 2025 

Phillips & Company

Phillips and Company
521 SW 11th Ave
Suite 200
Portland, OR 97205

503.224.0858 Local
800.572.4765 Toll-Free
503.224.8207 Fax

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Advisory services provided by Phillips and Company Advisors, LLC

Phillips and Company is registered with the Securities Exchange Commission (“SEC”).  Additional information about Phillips and Company and its investment professionals is also available on the SEC’s website at www.adviserinfo.sec.gov.  Such registration does not imply a certain level of skill or training and no inference to the contrary should be made.

© 2025 Phillips & Company. All Rights Reserved.

IMPORTANT NOTICE

You are now leaving the Phillips & Company Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

Schwab is a registered broker-dealer, and is not affiliated with Phillips & Company or any advisor(s) whose name(s) appears on this Website. Phillips & Company is independently owned and operated. Schwab neither endorses nor recommends Phillips & Company. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Phillips & Company under which Schwab provides Phillips & Company with services related to your account. Schwab does not review the Phillips & Company Website, and makes no representation regarding the content of the Website. The information contained in the Phillips & Company Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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