Phillips and Company Wealth Strategies

Financial Services • Portland, Oregon, United States • 21-50 Employees

Company overview

Headquarters	521 SW 11th Ave, 200, Portland, Oregon 97205, US
Phone number	+15032248207
Website	phillipsandco.com
NAICS	52
SIC	628
Keywords	Wealth Management, Foundations, Endowments, Income Strategies, Tax Strategies, Retirement Strategies, Profit Sharing Plans, Cash Balance Plans, Institutional Wealth Management, 401(K) Retirement Services
Founded	1992
Employees	21-50
Socials

Key Contact at Phillips and Company Wealth Strategies

Tim Phillips

Ceo

Phillips and Company Wealth Strategies Email Formats

Phillips and Company Wealth Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@phillipsandco.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@phillipsandco.com	83.3%
{first name}{last name}	johndoe@phillipsandco.com	16.7%

About Phillips and Company Wealth Strategies

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.

Phillips and Company Wealth Strategies revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$477,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

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Senior

Manager

Employees by Department

Phillips and Company Wealth Strategies has 10 employees across 5 departments.

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Number of employees

Funding Data

Phillips and Company Wealth Strategies has never raised funding before.

Phillips and Company Wealth Strategies Tech Stack

Discover the technologies and tools that power Phillips and Company Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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reCAPTCHA

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Underscore.js

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Vimeo

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PWA

Miscellaneous

Microsoft 365

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Analytics

Frequently asked questions

Phillips and Company Wealth Strategies is located in Portland, Oregon, US.

You can reach Phillips and Company Wealth Strategies at +15032248207.

Phillips and Company Wealth Strategies was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.

Phillips and Company Wealth Strategies has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Phillips and Company Wealth Strategies

Tim Phillips

Ceo

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