Daniel
Colwill
Phillips And Company Advisors LLC
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About this Advisor
Daniel Colwill is a financial advisor working in Portland, Oregon who has 9 years of relevant experience. Colwill works at Phillips And Company Advisors LLC. They have been with Phillips And Company Advisors Llc for all of their career. Colwill maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Nevada, Oregon and Washington. Phillips And Company Advisors LLC is an advisory company that has its headquarters in Portland, OR. It oversees $1 billion in assets under management among its 1,211 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 1,211 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets. Phillips And Company Advisors LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types charged by Phillips And Company Advisors LLC can include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Phillips And Company Advisors LLC Brokerage Details
$1,171,903,143
21
1,211
$967,715
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Daniel Colwill Work History
Daniel has been registered as a financial advisor for 9 years.*
Phillips And Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Colwill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Phillips And Company Advisors LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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