Overview
Assets Under Management: $229 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 130
Average Client Assets: $2 million
Frequently Asked Questions
PHYSICIAN FAMILY FINANCIAL ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138433), PHYSICIAN FAMILY FINANCIAL ADVISORS INC is subject to fiduciary duty under federal law.
PHYSICIAN FAMILY FINANCIAL ADVISORS INC is headquartered in BEAVERTON, OR.
PHYSICIAN FAMILY FINANCIAL ADVISORS INC serves 130 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, PHYSICIAN FAMILY FINANCIAL ADVISORS INC offers financial planning and portfolio management for individuals. View all service details ↓
PHYSICIAN FAMILY FINANCIAL ADVISORS INC manages $229 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, PHYSICIAN FAMILY FINANCIAL ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 593
Discretionary Accounts: 593
Regulatory Filings
CRD Number: 138433
Filing ID: 2026809
Last Filing Date: 2025-11-13 07:25:13
Website: 0