Physician Advising LLC

Physician Advising LLC (CRD# 288809) is a financial advisory firm headquartered in Newport, WA. They manage $5,700,000 in 147 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 1642, Newport, WA 99156
https://www.physicianadvising.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $38,776
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX, WA

Financial Advisors at Physician Advising LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Matelich, financial advisor Newport WA
Joseph A. Matelich
CRD#: 5895375
Newport, WA

Joseph Matelich (CRD# 5895375) is an Investment Advisor Representative working at Physician Advising LLC in Newport, WA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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