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Home > Retirement Planners > north carolina > raleigh > PHYSICIANS FINANCIAL SERVICES, INC.
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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