Physicians Financial Services is an investment advisor in Raleigh with $364.68 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
561621501
SEC advisor number
801-66583
FINRA CRD number
118519
AUM ?
$363.72 mm
(as of 29 Mar 24)
Accounts
560
(as of 29 Mar 24)
Employees
6
(2 investment advisory or research)
Address
Physicians Financial Services
PO BOX 10973
RALEIGH
NC 27605
PO BOX 10973
RALEIGH
NC 27605
Phone
9198632355
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
17 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22