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Phillips and Company Wealth Strategies

Financial Services

Specialities :
Wealth management
401(k) retirement services
Institutional wealth management
Foundations
Endowments

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revenue-icon Revenue
1M - 10M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Phillips and Company Wealth Strategies

What does Phillips and company wealth strategies do?+

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

What are Phillips and company wealth strategies's specialties? +

Wealth management,401(k) retirement services,institutional wealth management,foundations,endowments,cash balance plans,profit sharing plans,income strategies,tax strategies,and retirement strategies

What is Phillips and company wealth strategies's industry? +

Phillips and company wealth strategies operates in the Financial services industry.

What is Phillips and company wealth strategies's revenue? +

Phillips and company wealth strategies's revenue is 1m - 10m

What is Phillips and company wealth strategies's company size? +

Phillips and company wealth strategies has 11 - 50 employees.

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