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Phillips and Company Wealth Strategies Employee Directory

Financial ServicesOregon, United States11-50 Employees

Phillips & Company Wealth Strategies operates as an independent, SEC-registered investment advisory firm. Founded by Tim Phillips and based in Portland, Oregon, it serves clients across the United States. It is described as one of the largest investment firms in Oregon.

The firm leverages its collective experience to recommend and monitor investment strategies for its clients. Recent news indicates that Phillips & Company Advisors has adopted Wealthbox Enterprise and the Wealthbox AI Notetaker to support its advisory team.

Find Phillips and Company Wealth Strategies employees' phone numbers or email addresses

Phillips and Company Wealth Strategies Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Phillips and Company Wealth Strategies's Leadership

  • Stylized image of a person
    C. P.
    Senior Investment Analyst
    Mobile Phone
  • Stylized image of a person
    M. M.
    Senior Member
    Mobile Phone
  • Stylized image of a person
    J. M.
    Investment Analyst
    Mobile Phone
  • Stylized image of a person
    S. K.
    Sales Assistant
    Mobile Phone

Phillips and Company Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Finance
  • Program & Project Management
  • Other
  • Accounting

Contact profiles from Phillips and Company Wealth Strategies

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. P.
    Senior Investment Analyst
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. M.
    Senior Member
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. M.
    Investment Analyst
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. K.
    Sales Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Phillips and Company Wealth Strategies known for?

Minus sign iconPlus sign iconPhillips and Company Wealth Strategies was founded in 1992 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-503-224-****
. Explore Phillips and Company Wealth Strategies's company overview page for more information.

What is Phillips and Company Wealth Strategies's most common email format?

Minus sign iconPlus sign iconPhillips and Company Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phillips and Company Wealth Strategies email formats with LeadIQ.

How many employees does Phillips and Company Wealth Strategies have currently?

Minus sign iconPlus sign iconPhillips and Company Wealth Strategies has approximately 22 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Phillips and Company Wealth Strategies's key employees and leadership?

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As of July 2026, Phillips and Company Wealth Strategies's key employees include:

  • Senior Investment Analyst: C. P.
  • Senior Member: M. M.
  • Investment Analyst: J. M.
  • Sales Assistant: S. K.

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