Physician Family Financial Advisors Inc.

Physician Family Financial Advisors Inc. (CRD# 138433) is a financial advisory firm headquartered in Beaverton, OR. They manage $172,341,710 in 521 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
9450 Sw Gemini Dr., Beaverton, OR 97008
https://physicianfamily.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $330,790
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NE, NH, NJ, NY, OR, PA, TX, VA, WA

Financial Advisors at Physician Family Financial Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kyle Hoelzle, financial advisor Beaverton OR
Kyle J. Hoelzle
CRD#: 6501467
9450 Sw Gemini Dr., Beaverton, OR 97008

Kyle Hoelzle (CRD# 6501467) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 8 years of experience in the finance industry.

2
Nathan Reineke, financial advisor Beaverton OR
Nathan A. Reineke
CRD#: 6908531
9450 Sw Gemini Dr., Beaverton, OR 97008

Nathan Reineke (CRD# 6908531) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 6 years of experience in the finance industry.

3
William Utley, financial advisor Beaverton OR
William B. Utley
CRD#: 2547264
9450 Sw Gemini Dr., Beaverton, OR 97008

William Utley (CRD# 2547264) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 29 years of experience in the finance industry.

4
Chelsea Jones, financial advisor Beaverton OR
Chelsea K. Jones
CRD#: 7185688
9450 Sw Gemini Dr., Beaverton, OR 97008

Chelsea Jones (CRD# 7185688) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 4 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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