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PHYSICIANS' FINANCIAL L.C.

Advisory

MI

Data as of Feb 26, 2025 · Source: SEC Form ADV

Average account
$29K
across 18 accounts
AUM per adviser
$530K
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2025.

Total AUM
$530K
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$530K
Discretionary AUM$530K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

BONE FINANCIAL LLC
BLOOMFIELD HILLS, MI
$527K
PRECISION VECTOR FINANCIAL, L.L.C.
$569K
MILLENNIUM PERSONAL FINANCE, LLC
YPSILANTI, MI
$485K
SENSIBLE FINANCIAL SOLUTIONS, LLC
KALKASKA, MI
$585K
VALUEFIRST PLANNING LLC
$460K
PREDMORE ADVISORS LLC
ROCHESTER HILLS, MI
$450K

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