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| Physician Family Financial Advisors Inc
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|---|---|
| CRD # | 138433 |
| SEC # | 801-117856 |
| CIK # | |
| AUM | $284.9 M (2026-06-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 541-463-0899 |
| Address | 9450 SW Gemini Dr Beaverton, OR 97008-7105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 23.2 |
| (b) Individuals (high net worth individuals) | 160 | 261.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 639 | 284.9 |
| By Discretionary | ||
| Discretionary | 639 | 284.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 639 | 284.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 277.4 | |
| Total | 639 | 284.9 |
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|---|---|---|
|
RPC Private Wealth LLC
✚
|
IL | 0.3 |
|
Financial Forum Inc
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|
WA | 0.3 |
|
New England Research & Management Inc
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|
Ayrshire Capital Management LLC
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|
CT | 0.3 |
|
Pandora Wealth Inc
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|
Kane Company Wealth Management Inc
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|
Martin D Parlato & Associates Inc
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|
FL | 0.3 |
|
Peninsula Asset Management Inc
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|
FL | 0.3 |
|
Meridian Financial LLC
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|
MA | 0.3 |
|
Verisail Partners LLC
✚
|
GA | 0.3 |