Physician Family Financial Advisors Inc
● SEC registered since 2020CRD 138433SEC# 801-117856Beaverton, OR
Reg. AUM
$284.9M
Employees
4
Accounts
639
Location
Beaverton, OR
Physician Family Financial Advisors Inc assets under management
Physician Family Financial Advisors Inc is an investment advisory firm registered with the SEC based in Beaverton, OR. The firm has been registered since 2020. It reports $284.9 million in regulatory assets under management and employs 4 people.
Physician Family Financial Advisors Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chelsea Katlyn Jones | Owner/Advisor | 5-10% | 2026 |
| Kyle Joseph Hoelzle | Chief Compliance Officer | Under 5% | 2024 |
| Nathan Anthony Reineke Control | Owner/President/Advisor | 25-50% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Physician Family Financial Advisors Inc manage?
Physician Family Financial Advisors Inc reports $284.9 million in regulatory assets under management on its Form ADV.
How many employees does Physician Family Financial Advisors Inc have?
Physician Family Financial Advisors Inc reports 4 employees.
Where is Physician Family Financial Advisors Inc located?
Physician Family Financial Advisors Inc is based in Beaverton, OR and has been SEC-registered since 2020.
Does Physician Family Financial Advisors Inc disclose fund performance?
Physician Family Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 | Yes |
Regulatory AUM
$284.9M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$284.9Mregulatory AUM
Discretionary $284.9M