Physicians Financial Services Inc

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Assets, Funds, Holdings

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Physicians Financial Services Inc
CRD #118519
SEC #801-66583
CIK #1665518
AUM $218.6 MM (91% Disc, 100% US)
Employees4 (50% Investors, 50% Brokers)
Phone919-863-2355
Address100 E Six Forks Road
Raleigh, NC 27609
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 7.5
XOM 337,850.0 4.5
BA 226,000.0 4.4
AMZN 820,610.0 4.4
WMT 286,110.0 4.3
JNJ 369,000.0 3.4
MMM 119,250.0 3.2
LOW 80,620.0 3.1
CVX 234,890.0 3.0
KO 197,430.0 3.0
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
RJ Capital LLC
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Global Financial Private Client LLC
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0.2
McMillion Capital Management Inc
NC
0.2
Cresap Inc
PA
0.2
Waller Financial Planning Group Inc
OH
0.2
Fountainhead Capital Management LLC
NJ
0.2
Mackey Komara & Dankovich LLC
MI
0.2
Basepoint Wealth LLC
IA
0.2
Investment Center Inc
IL
0.2
Morris Financial Concepts Inc
SC
0.2