Overview
Assets Under Management: $364 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 83
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.47
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 560
Discretionary Accounts: 558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 118519
Last Filing Date: 2024-03-29 00:00:00
Website: https://physiciansfs.com