PHYSICIAN FAMILY FINANCIAL ADVISORS INC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 138433). Regulatory assets under management: $284.9M. This firm reports disciplinary history on Form ADV.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| William Ben Utley | OWNER AND SOLE BOARD OF DIRECTOR; PRESIDENT/SECRETARY | — |
| Kyle Joseph Hoelzle | CHIEF COMPLIANCE OFFICER | — |
| UTLEY WILLIAM BEN | PRESIDENT/SECRETARY; PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| HOELZLE KYLE JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| Nathan Anthony Reineke | OWNER/PRESIDENT/ADVISOR; PRESIDENT | — |
| Chelsea Katlyn Jones | OWNER/ADVISOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |