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Physicians Financial Services Inc
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CRD # | 118519 |
SEC # | 801-66583 |
CIK # | 0001665518 |
AUM | $363.7 MM (2024-03-29) |
Employees | 6 (33% Investors, 33% Brokers) |
Phone | 919-863-2355 |
Address | 100 E Six Forks Road Raleigh, NC 27609 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
GOOGL | 1,475,138.5 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
MA | 309,583.1 | 0.0 | |
META | 434,852.0 | 0.0 | |
CAT | 99,975.7 | 0.0 | |
CVX | 294,604.1 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 122 | 21.7 |
(b) Individuals (high net worth individuals) | 93 | 320.1 |
(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 | 7.1 |
(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 | 14.7 |
(n) Other | 0 | 0.0 |
Total | 560 | 363.7 |
By Discretionary | ||
Discretionary | 558 | 359.9 |
Non-Discretionary | 2 | 3.8 |
Total | 560 | 363.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 363.7 | |
Total | 560 | 363.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001665518] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Oliver Capital Management Inc
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WA | 0.4 |
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |
Certior Financial Group LLC
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|
PA | 0.4 |
Strategic Advocates LLC
✚
|
UT | 0.4 |
Alliance Wealth Management Group LLC
✚
|
NJ | 0.4 |
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
Capshift Advisors LLC
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|
MA | 0.4 |
Roth Financial Partners LLC
✚
|
TX | 0.4 |
Truvestments Capital LLC
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|
FL | 0.4 |