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PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433 · SEC 801-117856
9450 SW GEMINI DR, PMB 52736, BEAVERTON, OR, 97008-7105, United States
Phone
541-463-0899
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.9M
Discretionary AUM
$284.9M
Team
4 total employees; 3 advisory reps; 37 broker-dealer reps
Clients
251-500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $23.2M |
| High net worth individuals | 160 | $261.6M |
States served
CA, CO, GA, IL, LA, NE, NJ, NY, OH, OR, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
- https://www.instagram.com/physicianfamily/
- https://www.linkedin.com/company/physician-family-financial-advisors-inc
- https://www.physicianfamily.com/
- https://www.facebook.com/PhysicianFamilyFinancialAdvisors/
- https://open.spotify.com/show/13s1t7nwDVKXSdZ6gIfboT
- https://www.youtube.com/@PhysicianFamily
- https://podcasts.apple.com/us/podcast/physician-family-finances-podcast/id1575828582
Official SEC filing: View on IAPD