Physicians Financial Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Physicians Financial Services Inc
CRD #118519
SEC #801-66583
CIK #0001665518
AUM $363.7 MM (2024-03-29)
Employees 6 (33% Investors, 33% Brokers)
Phone919-863-2355
Address100 E Six Forks Road
Raleigh, NC 27609
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002005201120182025
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 ($MM)
3002401801206002016201920222025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001665518]
Comparable Firms State AUM ($BB)
Oliver Capital Management Inc
WA 0.4
Sage Private Wealth Group LLC
IL 0.4
Certior Financial Group LLC
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
MA 0.4
Roth Financial Partners LLC
TX 0.4
Truvestments Capital LLC
FL 0.4
Terms | Privacy | Guide
tony@aum13f.com