Physician Family Financial Advisors Inc
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 138433
- Registered since
- January 2, 2020
- Website
- www.physicianfamily.com
- Custodians
- BETTERMENT
- Fee structure
- Fixed Fees
- Client types
- HNWI91.85%
- Individuals8.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Physician Family Financial Advisors Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm provides fee-based financial planning and discretionary portfolio management primarily for individuals and families, with an emphasis on serving physicians and related households given its name and client focus. Its pricing model is fixed fees rather than asset-based percentage billing. The firm reports it does not pursue active ESG investing and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9450 Sw Gemini Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ROI Financial
RIABeaverton, OR
Defined Wealth Management, LLC
RIABeaverton, OR
Grange Capital, LLC
RIABeaverton, OR
Capitol Family Office, Inc.
RIABeaverton, OR
Samara Capital
RIABeaverton, OR
Main Avenue Financial Services, LLC
RIABeaverton, OR