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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Physician Family Financial Advisors Inc
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|---|---|
| CRD # | 138433 |
| SEC # | 801-117856 |
| CIK # | |
| AUM | $228.7 M (2025-05-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 541-463-0899 |
| Address | 9450 SW Gemini Dr Beaverton, OR 97008-7105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 21.8 |
| (b) Individuals (high net worth individuals) | 130 | 206.9 |
| (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 | 593 | 228.7 |
| By Discretionary | ||
| Discretionary | 593 | 228.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 593 | 228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 221.2 | |
| Total | 593 | 228.7 |
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|---|---|---|
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CA | 0.2 |
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AZ | 0.2 |
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PPS & V Asset Management Consultants Inc
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Carroll Advisory Group LLC
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