← Directory
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433File 801-117856
APPROVED
Retail clients
Disclosure events
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$284.9M
Below cohort median (national)
Discretionary AUM
$284.9M
Clients
376
639 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 2, 2020
- Principal office
- 9450 SW GEMINI DR, PMB 52736, BEAVERTON, OR, 97008-7105
- Phone
- 541-463-0899
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.9M
- Discretionary AUM
- $284.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 639
- Non-discretionary accounts
- 0
- Total accounts
- 639
- AUM per client
- $758K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 160 | $261.6M |
| Individuals (other than high net worth individuals) | 216 | $23.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.