PHYSICIAN FAMILY FINANCIAL ADVISORS INC
Adviser information for PHYSICIAN FAMILY FINANCIAL ADVISORS INC last updated from Form ADV on January 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 521 | $172.3M |
| Non-Discretionary | 0 | $0 |
| Total | 521 | $172.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 208 | $18.6M |
| HNW Individuals | 108 | $153.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 26 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesFIRM PROVIDES DOWNLOADABLE FINANCIAL EDUCATION AND ON-LINE EDUCATIONAL COURSES FOR A COST. |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-117856 |
|---|---|
| SEC ERA File Number | 801-117856 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 138433 |
| Legal Entity Identifier | None |
Principal Office
9450 SW GEMINI DR.BEAVERTON
OR
United States
Monday - Friday, 9 AM - 5 PM
Tel: 541-463-0899, Fax: None
Chief Compliance Officer
KYLE JOSEPH HOELZLE
9450 SW GEMINI DR.
BEAVERTON
OR
United States
Tel:
541-463-0899
K***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| UTLEY, WILLIAM, BEN | Individual | – | PRESIDENT/SECRETARY | 09/1998 | > 75% |
| HOELZLE, KYLE, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |