RIA Intel›Advisers›Oregon›PHYSICIAN FAMILY FINANCIAL ADVISORS INC

PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Advisory

N·BEAVERTON, OR

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM
$285M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.1%
Employees
3
Assets Under Management
Total AUM$285M
Discretionary AUM$285M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients366
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingNov 25, 2019
Latest FilingJul 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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