PHYSICIANS FINANCIAL SERVICES, INC.

100 E. Six Forks Road
Suite 200
Raleigh, North Carolina 27609
Tel: 919-863-2355

About PHYSICIANS FINANCIAL SERVICES, INC.

PHYSICIANS FINANCIAL SERVICES, INC, formally registered with the SEC as PHYSICIANS FINANCIAL SERVICES, INC. The firm was established in 06/08/2006. They have over 2 offices throughout the country.

PHYSICIANS FINANCIAL SERVICES, INC. is a Raleigh, North Carolina based Financial Planning firm with nearly $363,722,277 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118519
SEC#	801-66583
Assets Managed by Firm	$363,722,277
No. of Clients	560
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	560	$363,722,277
Individuals (other than high net worth individuals)	122	$21,740,892
High net worth individuals	93	$320,057,485
Pension and profit sharing plans	Fewer than 5 clients	$7,079,524
Charitable organizations	Fewer than 5 clients	$106,273
Corporations or other businesses	Fewer than 5 clients	$14,738,103

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ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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