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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOELZLE, KYLE, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
| UTLEY, WILLIAM, BEN | I | PRESIDENT/SECRETARY | E | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (16)
CA CO FL GA IL LA NE NH NJ NY OH OR PA TX VA WA
Address
9450 SW GEMINI DRPMB 52736
BEAVERTON, OR 97008-7105
United States
Phone: 541-463-0899