PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD #138433 SEC #801-117856 BEAVERTON, OR 541-463-0899
SEC Registered
Total AUM
$228.7M
Discretionary
$228.7M
Employees
5
Clients
251
Accounts
593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| Oct 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| May 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| Apr 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| Jan 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| Jan 2025 | $228.7M | $228.7M | $0 | 5 | 43 |
| Dec 2024 | $172.3M | $172.3M | $0 | 5 | 26 |
| Sep 2024 | $172.3M | $172.3M | $0 | 5 | 26 |
| May 2024 | $172.3M | $172.3M | $0 | 6 | 26 |
| Jan 2024 | $172.3M | $172.3M | $0 | 6 | 26 |
| Aug 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Jun 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Mar 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Feb 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Feb 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Feb 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Jan 2023 | $128.5M | $128.5M | $0 | 6 | 16 |
| Oct 2022 | $144.4M | $144.4M | $0 | 6 | 26 |
| Oct 2022 | $144.4M | $144.4M | $0 | 6 | 26 |
| Sep 2022 | $144.4M | $144.4M | $0 | 6 | 26 |
| Mar 2022 | $144.4M | $144.4M | $0 | 5 | 26 |
| Nov 2021 | $120.7M | $120.7M | $0 | 5 | 33 |
| Oct 2021 | $120.7M | $120.7M | $0 | 5 | 33 |
| Aug 2021 | $120.7M | $120.7M | $0 | 5 | 33 |
| Jan 2021 | $120.7M | $120.7M | $0 | 5 | 33 |
| Jan 2021 | $120.7M | $120.7M | $0 | 5 | 33 |
| Jan 2021 | $115M | $115M | $0 | 5 | 25 |
| Nov 2020 | $115M | $115M | $0 | 5 | 25 |
| Oct 2020 | $115M | $115M | $0 | 5 | 25 |
| Jun 2020 | $115M | $115M | $0 | 5 | 25 |
| Jun 2020 | $115M | $115M | $0 | 5 | 25 |
| Jun 2020 | $115M | $115M | $0 | 5 | 25 |
| Mar 2020 | $115M | $115M | $0 | 5 | 25 |
| Nov 2019 | $115M | $115M | $0 | 5 | 25 |
DateNov 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateOct 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateMay 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateApr 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateJan 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateJan 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees5
Clients43
DateDec 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees5
Clients26
DateSep 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees5
Clients26
DateMay 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees6
Clients26
DateJan 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees6
Clients26
DateAug 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateJun 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateMar 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateFeb 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateFeb 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateFeb 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateJan 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients16
DateOct 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees6
Clients26
DateOct 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees6
Clients26
DateSep 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees5
Clients26
DateNov 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients33
DateOct 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients33
DateAug 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients33
DateJan 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients33
DateJan 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients33
DateJan 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateNov 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateOct 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateJun 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateJun 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateJun 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateMar 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25
DateNov 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients25