Physicians Capital Investment Advisors

Physicians Capital Investment Advisors (CRD# 113942) is a financial advisory firm headquartered in , . They manage $32,713,204 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $817,830
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Physicians Capital Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Donald R. Gessner
CRD#: 2152153
Lecanto, FL
93
Wealthminder
score

Donald Gessner (CRD# 2152153) is an Investment Advisor Representative working at Physicians Capital Investment Advisors in Lecanto, FL and has over 18 years of experience in the finance industry.

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