PHYSICIAN FAMILY FINANCIAL ADVISORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $284.9M |
| Discretionary | $284.9M100% of AUM |
| Client Accounts | 639 |
| Avg Account Size | $446K |
| Employees | 4 |
| Peak AUM | $284.9MFeb 2026 |
| AUM CAGR | +14.8% /yrover 7 yrs · 38 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $285M | +24.6% | +30.4% | +19.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $284.9M |
| Discretionary | $284.9M |
| Employees | 4 |
| Client Accounts | 639 |
| Client Range | 251-500 |
Contact & Location
Address
9450 SW GEMINI DR
BEAVERTON OR 97008-7105
Phone
541-463-0899
Filing History
38 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$285M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported