PHYSICIAN FAMILY FINANCIAL ADVISORS INC

9450 Sw Gemini Dr
Pmb 52736
Beaverton, Oregon 97008-7105
Tel: 541-463-0899

About PHYSICIAN FAMILY FINANCIAL ADVISORS INC

PHYSICIAN FAMILY FINANCIAL ADVISORS INC, formally registered with the SEC as PHYSICIAN FAMILY FINANCIAL ADVISORS INC. The firm was established in 01/02/2020. They have over 1 offices throughout the country.

PHYSICIAN FAMILY FINANCIAL ADVISORS INC is a Beaverton, Oregon based Financial Planning firm with nearly $228,691,735 assets under management, offering retirement planning & investment advisory services to 593 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138433
SEC#	801-117856
Assets Managed by Firm	$228,691,735
No. of Clients	593
No. of Advisors	5

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FIRM PROVIDES DOWNLOADABLE FINANCIAL EDUCATION AND ON-LINE EDUCATIONAL COURSES FOR A COST.)

Firm Client Information

	No. of Clients	AUM
Firm Total	593	$228,691,735
Individuals (other than high net worth individuals)	236	$21,764,879
High net worth individuals	130	$206,926,856

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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