Physicians Financial Services, Inc.

RIASEC Registered

Total AUM

$482M

Discretionary

$479M

99% of AUM

Avg account

$848K

Accounts

569

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 118519
Registered since: June 8, 2006
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.97%
Individuals5.82%
Corporations / Businesses3.88%
Pension & Profit Sharing Plans3.3%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Physicians Financial Services, Inc. is a corporation operating as an independent registered investment adviser. The firm has been SEC-registered since 2006. Ownership is held at the individual level and the business focuses on serving individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm identifies as a capital allocator, is not an active ESG investor, and does not position itself as a multi-state or pension consultant adviser.