| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Joseph Hoelzle | Chief Compliance Officer | Under 5% | 2024 |
| William Ben Utley Control | President/Secretary | Over 75% | 1998 |
Physician Family Financial Advisors Inc reports $228.7 million in regulatory assets under management on its Form ADV.
Physician Family Financial Advisors Inc reports 5 employees.
Physician Family Financial Advisors Inc is based in Beaverton, OR and has been SEC-registered since 2020.
Physician Family Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9450 SW Gemini Dr, Pmb 52736, Beaverton, OR 97008-7105 |
| Phone | 541-463-0899 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $228.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $228.7M |