PHYSICIANS FINANCIAL SERVICES, INC.
CRD #118519 SEC #801-66583 RALEIGH, NC 919-863-2355
SEC Registered
Total AUM
$431.8M
Discretionary
$429.3M
Employees
6
Clients
0
Accounts
555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $431.8M | $429.3M | $2.5M | 6 | 0 |
| Mar 2024 | $363.7M | $359.9M | $3.8M | 6 | 0 |
| Mar 2023 | $306M | $301.5M | $4.5M | 6 | 0 |
| Mar 2022 | $364.7M | $333.9M | $30.8M | 6 | 0 |
| Mar 2021 | $316.3M | $283.5M | $32.8M | 4 | 2 |
| Jun 2020 | $262.8M | $239.1M | $23.7M | 4 | 2 |
| Mar 2020 | $262.8M | $239.1M | $23.7M | 4 | 2 |
| Jul 2019 | $218.6M | $199.4M | $19.2M | 4 | 162 |
| Mar 2019 | $218.6M | $199.4M | $19.2M | 4 | 162 |
| Mar 2018 | $217.8M | $207.8M | $10.1M | 4 | 1 |
| Sep 2017 | $172.6M | $163M | $9.6M | 4 | 100 |
| Mar 2017 | $172.6M | $163M | $9.6M | 4 | 100 |
| Mar 2016 | $150.7M | $141.4M | $9.3M | 3 | 100 |
| Aug 2015 | $142.7M | $142.7M | $0 | 3 | 100 |
| Aug 2015 | $142.7M | $142.7M | $0 | 3 | 100 |
| Mar 2015 | $142.7M | $142.7M | $0 | 3 | 100 |
| Mar 2014 | $120M | $120M | $0 | 3 | 100 |
| Mar 2013 | $98.8M | $98.8M | $0 | 3 | 100 |
| Apr 2012 | $90.9M | $90.9M | $0 | 1 | 26 |
| Apr 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Mar 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Mar 2008 | $63M | $63M | $0 | 5 | -- |
| Mar 2007 | $46.2M | $46.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$431.8M
Discretionary$429.3M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2024
Total AUM$363.7M
Discretionary$359.9M
Non-Disc.$3.8M
Employees6
Clients0
DateMar 2023
Total AUM$306M
Discretionary$301.5M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2022
Total AUM$364.7M
Discretionary$333.9M
Non-Disc.$30.8M
Employees6
Clients0
DateMar 2021
Total AUM$316.3M
Discretionary$283.5M
Non-Disc.$32.8M
Employees4
Clients2
DateJun 2020
Total AUM$262.8M
Discretionary$239.1M
Non-Disc.$23.7M
Employees4
Clients2
DateMar 2020
Total AUM$262.8M
Discretionary$239.1M
Non-Disc.$23.7M
Employees4
Clients2
DateJul 2019
Total AUM$218.6M
Discretionary$199.4M
Non-Disc.$19.2M
Employees4
Clients162
DateMar 2019
Total AUM$218.6M
Discretionary$199.4M
Non-Disc.$19.2M
Employees4
Clients162
DateMar 2018
Total AUM$217.8M
Discretionary$207.8M
Non-Disc.$10.1M
Employees4
Clients1
DateSep 2017
Total AUM$172.6M
Discretionary$163M
Non-Disc.$9.6M
Employees4
Clients100
DateMar 2017
Total AUM$172.6M
Discretionary$163M
Non-Disc.$9.6M
Employees4
Clients100
DateMar 2016
Total AUM$150.7M
Discretionary$141.4M
Non-Disc.$9.3M
Employees3
Clients100
DateAug 2015
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees3
Clients100
DateAug 2015
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients100
DateMar 2013
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees3
Clients100
DateApr 2012
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees5
Clients--