PHYSICIAN FAMILY FINANCIAL ADVISORS INC
Firm details
- Headquarters
- BEAVERTON, Oregon
- CRD number
- 138433
- Registered since
- January 2, 2020
- Website
- 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 RIA organized as a corporation and registered with the SEC in 2020. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its stated fee model is fixed fees rather than asset-based or commission-based billing. The firm is not listed as an active ESG investor and is not classified 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%
Contacts
3 of 4WILLIAM UTLEY
FounderCRD 2547264
Chelsea Jones
Retirement Planning SpecialistCRD 7185688
Nathan Reineke
College Planning SpecialistCRD 6908531
Wealth 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
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