Phillips and Company Wealth Strategies Overview
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Phillips and Company Wealth Strategie...
Summary
Phillips and Company Wealth Strategies is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Portland, Oregon, USA. The number of employees ranges from 1 to 25. The annual revenue of Phillips and Company Wealth Strategies varies between 5.0M and 25M. To connect with Phillips and Company Wealth Strategies employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, 401(k) Retirement Services, Institutional Wealth Management, Foundations, Endowments, Cash Balance Plans, Profit Sharing Plans, Income Strategies, Tax Strategies, Retirement Strategies
DMA Code
Portland Metropolitan Area
Founded
1992
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Phillips and Company Wealth Strategies
Organization Website
Social Links
Phone Number
(800) 572-4765
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Phillips and Company Wealth Strategie...
Alisa Geshka
401k Support Specialist
Sanders Vogel
Senior Investment Advisor
Mark Loewen
Senior Investment Advisor
Scott Edwards
Vice President - Wealth Strategies
Kristin Anderson
Operations Specialist
Michael Goodrich
Senior Investment Manager, Member, Corporate Officer
George Myers
Senior Wealth Advisor
Kristen Hughes
Participant Engagement Associate
Mari ONeil
Business Solutions Architect
Connor Kim
Financial Analyst/Accounting Specialist at Phillips and Co.
Aaron Chang
Wealth Management Intern
Chad Parlow
Senior Investment Advisor
