Overview
Assets Under Management: $364 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 83
Average Client Assets: $5 million
Frequently Asked Questions
PHYSICIANS FINANCIAL SERVICES, 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 #118519), PHYSICIANS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
PHYSICIANS FINANCIAL SERVICES, INC. is headquartered in RALEIGH, NC.
PHYSICIANS FINANCIAL SERVICES, INC. serves 83 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, PHYSICIANS FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PHYSICIANS FINANCIAL SERVICES, INC. manages $364 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, PHYSICIANS FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
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