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Building 2PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Map pinBEAVERTON, OR
Phone541-463-0899
NotebookSEC #801-117856
Total AUM
$284.9M
Employees
4
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9450 SW GEMINI DR
PMB 52736
BEAVERTON
OR 97008-7105
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
541-463-0899

ReceiptFinancials

Total AUM
$284.9M
Accounts
639
Discretionary
$284.9M
Accounts
639
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$23.2M
HNW Individual Clients
160
AUM
$261.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOFLGAILLANENHNJNYOHORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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