|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Physicians Financial Services Inc
✚
|
|
|---|---|
| CRD # | 118519 |
| SEC # | 801-66583 |
| CIK # | 0001665518 |
| AUM | $431.8 M (2025-03-30) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 919-863-2355 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PepsiCo Inc | 2.8 | ||
| Qualcomm Inc/DE | 2.7 | ||
| Deere & Co | 2.6 | ||
| Eaton Corp Ltd | 2.4 | ||
| 3M Co | 2.3 | ||
| AbbVie Inc | 2.2 | ||
| Cisco Systems Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.2 | ||
| United Technologies Corp /DE/ | 2.1 | ||
| Hershey Co | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 28.9 |
| (b) Individuals (high net worth individuals) | 83 | 377.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.8 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.3 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 431.8 |
| By Discretionary | ||
| Discretionary | 554 | 429.3 |
| Non-Discretionary | 1 | 2.5 |
| Total | 555 | 431.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.8 | |
| Total | 555 | 431.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665518] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.4 |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 0.4 |
|
Florek Financial LLC
✚
|
MA | 0.4 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.4 |
|
MNS Financial Management LLC
✚
|
FL | 0.4 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.4 |
|
Vantage Point Financial LLC
✚
|
IL | 0.4 |