PHYSICIANS FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$482,279,486
Discretionary
$478,928,333
Non-discretionary
$3,351,153
Firm details
- CRD number
- 118519
- SEC file number
- 801-66583
- Main office
- RALEIGH, NC, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.PHYSICIANSFS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.