Matthew
Schmidt
Phillips And Company Advisors LLC
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About this Advisor
Matthew Schmidt is a financial advisor based in Portland, Oregon, working with Phillips And Company Advisors LLC. Matthew has previously held a position at Phillips & Company Securities Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska, Arizona, California, Colorado, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, North Carolina, Oregon, South Dakota, Texas, Utah, and Washington. Currently, Matthew is part of Phillips And Company Advisors LLC, which operates out of Portland, Oregon. The firm has 22 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Phillips And Company Advisors LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Phillips And Company Advisors LLC Brokerage Details
$1,410,908,388
22
1,384
$1,019,442
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
Matthew Schmidt Work History
Phillips & Company Securities Inc
Disclosures
Please visit the SEC profile of Matthew Schmidt 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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