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PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519 · SEC 801-66583
100 E. SIX FORKS ROAD, SUITE 200, RALEIGH, NC, 27609, United States
Phone
919-863-2355
Fax
919-865-1925
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$482.3M
Discretionary AUM
$478.9M
Team
6 total employees; 3 advisory reps; 224 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $28.1M |
| High net worth individuals | 96 | $419.4M |
States served
NC, VA
All web addresses on file
Official SEC filing: View on IAPD