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Phillips & Company

EST. AUM
$2,664,967,346

CONTACTS
8

CLIENT ACCOUNTS
2,675

Firm Details

Metro area Portland, OR
CRD Number 167214
Website phillipsandco.com
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Overview

Phillips & Company is an $1.4B RIA based out of Portland, OR. Investment Analyst Jacob Meyer covers research. Phillips & Co. is passive in domestic Equities and are heavy in credit and alternatives. The alternative investments include private equity, hedge funds, RICs and feeder structures. They also have custody at Pershing, which gives them access to iCapital.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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