PHILLIPS AND COMPANY ADVISORS LLC
CRD #167214 SEC #801-63879 PORTLAND, OR 503-224-0858
SEC Registered
Total AUM
$2.3B
Discretionary
$1.1B
Employees
21
Clients
251
Accounts
1,525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.3B | $1.1B | $1.2B | 21 | 0 |
| Apr 2025 | $2.3B | $1.1B | $1.2B | 21 | 0 |
| Dec 2024 | $1.4B | $193.5M | $1.2B | 22 | 1 |
| Mar 2024 | $1.4B | $193.5M | $1.2B | 22 | 1 |
| Apr 2023 | $1.2B | $146.7M | $1B | 21 | 1 |
| Mar 2022 | $1.1B | $140.6M | $1B | 20 | 1 |
| Mar 2021 | $1.1B | $137.3M | $977.1M | 18 | 3 |
| Jun 2020 | $1.1B | $121.4M | $947.8M | 18 | 5 |
| May 2020 | $1.1B | $121.4M | $947.8M | 18 | 5 |
| Aug 2019 | $1B | $114M | $890.3M | 18 | 7 |
| Mar 2019 | $1B | $114M | $890.3M | 18 | 7 |
| Apr 2018 | $993M | $113.1M | $880M | 18 | 110 |
| Mar 2018 | $993M | $113.1M | $880M | 18 | 110 |
| Apr 2017 | $1.1B | $157.7M | $911.1M | 20 | 1,900 |
| Oct 2016 | $979.4M | $96.9M | $882.5M | 22 | 1,900 |
| Aug 2015 | $979.4M | $96.9M | $882.5M | 22 | 1,900 |
| May 2015 | $940.2M | $162.5M | $777.7M | 21 | 1,900 |
| Sep 2014 | $940.2M | $162.5M | $777.7M | 21 | 1,900 |
| Jan 2014 | $753.8M | $104.3M | $649.5M | 21 | 1,900 |
| Nov 2013 | $753.8M | $104.3M | $649.5M | 21 | 1,900 |
| Sep 2013 | $753.8M | $104.3M | $649.5M | 21 | 1,900 |
| Jun 2013 | $753.8M | $104.3M | $649.5M | 22 | 1,900 |
DateMay 2025
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.2B
Employees21
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.2B
Employees21
Clients0
DateDec 2024
Total AUM$1.4B
Discretionary$193.5M
Non-Disc.$1.2B
Employees22
Clients1
DateMar 2024
Total AUM$1.4B
Discretionary$193.5M
Non-Disc.$1.2B
Employees22
Clients1
DateApr 2023
Total AUM$1.2B
Discretionary$146.7M
Non-Disc.$1B
Employees21
Clients1
DateMar 2022
Total AUM$1.1B
Discretionary$140.6M
Non-Disc.$1B
Employees20
Clients1
DateMar 2021
Total AUM$1.1B
Discretionary$137.3M
Non-Disc.$977.1M
Employees18
Clients3
DateJun 2020
Total AUM$1.1B
Discretionary$121.4M
Non-Disc.$947.8M
Employees18
Clients5
DateMay 2020
Total AUM$1.1B
Discretionary$121.4M
Non-Disc.$947.8M
Employees18
Clients5
DateAug 2019
Total AUM$1B
Discretionary$114M
Non-Disc.$890.3M
Employees18
Clients7
DateMar 2019
Total AUM$1B
Discretionary$114M
Non-Disc.$890.3M
Employees18
Clients7
DateApr 2018
Total AUM$993M
Discretionary$113.1M
Non-Disc.$880M
Employees18
Clients110
DateMar 2018
Total AUM$993M
Discretionary$113.1M
Non-Disc.$880M
Employees18
Clients110
DateApr 2017
Total AUM$1.1B
Discretionary$157.7M
Non-Disc.$911.1M
Employees20
Clients1,900
DateOct 2016
Total AUM$979.4M
Discretionary$96.9M
Non-Disc.$882.5M
Employees22
Clients1,900
DateAug 2015
Total AUM$979.4M
Discretionary$96.9M
Non-Disc.$882.5M
Employees22
Clients1,900
DateMay 2015
Total AUM$940.2M
Discretionary$162.5M
Non-Disc.$777.7M
Employees21
Clients1,900
DateSep 2014
Total AUM$940.2M
Discretionary$162.5M
Non-Disc.$777.7M
Employees21
Clients1,900
DateJan 2014
Total AUM$753.8M
Discretionary$104.3M
Non-Disc.$649.5M
Employees21
Clients1,900
DateNov 2013
Total AUM$753.8M
Discretionary$104.3M
Non-Disc.$649.5M
Employees21
Clients1,900
DateSep 2013
Total AUM$753.8M
Discretionary$104.3M
Non-Disc.$649.5M
Employees21
Clients1,900
DateJun 2013
Total AUM$753.8M
Discretionary$104.3M
Non-Disc.$649.5M
Employees22
Clients1,900