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Building 2PHYSICIANS FINANCIAL SERVICES, INC.

Map pinRALEIGH, NC
Phone919-863-2355
NotebookSEC #801-66583
Total AUM
$482.3M
Employees
6
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC 27609
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
919-863-2355
Other Offices
1

ReceiptFinancials

Total AUM
$482.3M
Accounts
569
Discretionary
$478.9M
Accounts
568
Non-Discretionary
$3.4M
Accounts
1

ContactClients

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Individual Clients
120
AUM
$28.1M
HNW Individual Clients
96
AUM
$419.4M
Pension/Profit Sharing Plan Clients
1
AUM
$15.9M
Charitable Organization Clients
1
AUM
$110.4K
Corporation or Business Clients
1
AUM
$18.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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