About Phillips & Co.
Phillips & Co. is a financial services firm specializing in investment management and advisory services. Founded in 2003, the company has established a reputation for providing personalized financial solutions to its clients, which include individuals, families, and institutions. The firm focuses on understanding the unique financial goals of its clients and tailoring investment strategies that align with those objectives. With a commitment to transparency and integrity, Phillips & Co. aims to build long-term relationships based on trust and performance. The company is headquartered in Lake Forest, United States, and operates with a small team dedicated to delivering high-quality financial advice and services.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning
- Location
- Lake Forest, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2003
Products and services
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