PHYSICIANS FINANCIAL SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	North Carolina, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	558	$359.9M
Non-Discretionary	2	$3.8M
Total	560	$363.7M

Clients

Type	Number	RAUM
Individuals	122	$21.7M
HNW Individuals	93	$320.1M
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	<5	$7.1M
Charitable organizations	<5	$106,273
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	<5	$14.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-66583
SEC ERA File Number	801-66583
SEC CIK Numbers	1665518
SEC CRD Numbers	118519
Legal Entity Identifier	None

Principal Office

100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic