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| Keyboard |
| 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) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 37 (7 non-US) |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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|
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Ayrshire Capital Management LLC
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|
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 | 284.6 M |
|
Peninsula Asset Management Inc
✚
|
FL | 284.1 M |
|
Meridian Financial LLC
✚
|
MA | 283.9 M |
|
Verisail Partners LLC
✚
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GA | 283.6 M |