About Phillips and Company Wealth Strategies
Phillips and Company Wealth Strategies is a Financial Service company, headquartered in Portland, with 51 - 200 employees and annual revenue of $50M - $100M.
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 clie...
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Phillips and Company Wealth Strategies Company Highlights
Phone Number
(503) 224-xxxx
Corporate Office Address
521 Southwest 11th Avenue
Portland, 97205
Website
Phillips and Company Wealth Strategies Email Format
The most common Phillips and Company Wealth Strategies email format is [f][last] (ex. jdoe@phillipsandco.com), currently being used by 100% of Phillips and Company Wealth Strategies business email addresses. There are 2 email formats used by Phillips and Company Wealth Strategies.
Phillips and Company Wealth Strategies Org
Phillips and Company Wealth Strategies has 3 C-Level, 2 Manager, 6 Senior, 7 Mid-Level, and 1 Other employees.
Phillips and Company Wealth Strategies Decision Makers
- CEOTim Phillips
- CFOJames Smith
Phillips and Company Wealth Strategies's Tech Stack
Frequently Asked Questions About
Phillips and Company Wealth Strategies
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Who is the CEO of Phillips and Company Wealth Strategies?
The CEO of Phillips and Company Wealth Strategies is Tim Phillips. See full contact details ›
Who is the CFO of Phillips and Company Wealth Strategies?
The CFO of Phillips and Company Wealth Strategies is James Smith. See full contact details ›
How many senior employees does Phillips and Company Wealth Strategies have?
Phillips and Company Wealth Strategies has 11 senior employees that are typically used for decision making.
What email format does Phillips and Company Wealth Strategies use?
The most common Phillips and Company Wealth Strategies email format is {f}{last} (e.g. jdoe@phillipsandco.com).
Who are the key decision makers at Phillips and Company Wealth Strategies?
Key decision makers at Phillips and Company Wealth Strategies include Tim Phillips (CEO) and James Smith (CFO). See full contact details ›
What technologies does Phillips and Company Wealth Strategies use?
Phillips and Company Wealth Strategies uses technologies including Akamai, Angular, and Apache HTTP Server.
How do I contact Phillips and Company Wealth Strategies?
To contact Phillips and Company Wealth Strategies, visit phillipsandco.com.
What companies are similar to Phillips and Company Wealth Strategies?
Companies similar to Phillips and Company Wealth Strategies include AllianceBernstein, Ares Management Corporation, and CCM.
Where is Phillips and Company Wealth Strategies headquartered?
Phillips and Company Wealth Strategies is headquartered at 521 Southwest 11th Avenue, Portland.
What is the main phone number for Phillips and Company Wealth Strategies?
The main phone number for Phillips and Company Wealth Strategies is (503) 224-xxxx.
What is the official website for Phillips and Company Wealth Strategies?
The official website for Phillips and Company Wealth Strategies is phillipsandco.com.
What is the annual revenue of Phillips and Company Wealth Strategies?
The annual revenue of Phillips and Company Wealth Strategies is $50M - $100M.
How many employees does Phillips and Company Wealth Strategies have?
Phillips and Company Wealth Strategies has 51 - 200 employees.
What industry is Phillips and Company Wealth Strategies in?
Phillips and Company Wealth Strategies is in the Financial Service industry.
Last updated: November 4, 2025