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James Todd Smith

Cfo, CcoPhillips and Company Advisors LLCCRD 1396542

About James Todd Smith

James Todd Smith is listed as Cfo, Cco at Phillips and Company Advisors LLC in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Phillips and Company Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Todd Smith work?

James Todd Smith is listed as Cfo, Cco at Phillips and Company Advisors LLC on SEC Form ADV.

How much of Phillips and Company Advisors LLC does James Todd Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

Phillips and Company Advisors LLC

TitleCfo, Cco
OwnershipUnder 5%
Control personYes
Since1997
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