PHYSICIANS' FINANCIAL L.C.
Firm details
- Headquarters
- ,
- CRD number
- 159109
- Website
- www.physicians-financial.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.17%
- Individuals2.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Physicians' Financial L.C. operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individuals and families, focusing on financial planning and portfolio management. In addition to these services, Physicians' Financial L.C. also engages in the selection of other advisors and conducts educational seminars and workshops. The firm does not actively pursue ESG investments and is not classified as a multi-state advisor. The owner of the firm is an individual, and their fee structure is based on a percentage of assets under management.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
1 of 1ROBERT BOUTIN
PresidentCRD 5750242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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