Mark Loewen
Phillips and Company Advisors · Portland, Oregon
Mark Loewen is a fee-only financial advisor at Phillips and Company Advisors in Portland, Oregon. Phillips and Company Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Phillips and Company Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.66B across 2,675 accounts |
| SEC registration | Investment adviser representative in CA, IN, OR, WA · CRD 2899549 |
| Exams passed | Series 63 (1997) · Series 65 (2004) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.phillipsandco.com |
How Mark's firm compares
- Phillips and Company Advisors's average account is about $996,000, from its Form ADV (assets managed divided by 2,675 accounts).
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Questions about Mark
Is Mark Loewen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Phillips and Company Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Phillips and Company Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Mark Loewen based?
Mark Loewen is based in Portland, Oregon.
Is Mark Loewen registered with the SEC?
Yes. Mark Loewen is registered as an investment adviser representative in CA, IN, OR and WA (CRD 2899549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phillips and Company Advisors manage?
Phillips and Company Advisors reports $2.66B across 2,675 accounts in assets under management.
How do I contact Mark Loewen?
Through Mark's website, www.phillipsandco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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