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Physicians Financial Services, Inc.

● SEC registered since 2006CRD 118519SEC# 801-66583Raleigh, NC
Export (members)
Reg. AUM
$431.8M
Employees
6
Accounts
555
Location
Raleigh, NC

Physicians Financial Services, Inc. assets under management

Physicians Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2006. It reports $431.8 million in regulatory assets under management and employs 6 people.
www.physiciansfs.comView on SEC.gov ↗

Physicians Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Cornelius Trawick McDonald ControlPresident, Chief Compliance OfficerOver 75%1987

Frequently asked questions

How much does Physicians Financial Services, Inc. manage?

Physicians Financial Services, Inc. reports $431.8 million in regulatory assets under management on its Form ADV.

How many employees does Physicians Financial Services, Inc. have?

Physicians Financial Services, Inc. reports 6 employees.

Where is Physicians Financial Services, Inc. located?

Physicians Financial Services, Inc. is based in Raleigh, NC and has been SEC-registered since 2006.

Does Physicians Financial Services, Inc. disclose fund performance?

Physicians Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 E. Six Forks Road, Suite 200, Raleigh, NC 27609
Phone919-863-2355
Fax919-865-1925
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK1665518
Discloses disciplinary historyNo

Assets under management

Discretionary$429.3M
Non-discretionary$2.5M
Total (RAUM)$431.8M