PHYSICIANS' FINANCIAL L.C.

PHYSICIANS' FINANCIAL L.C. is an SEC-registered investment adviser (CRD 159109). Regulatory assets under management: $530K.

Registration

• CRD: 159109
• Type: Registered investment adviser
• Phone: 248-931-1342
• Latest filing: 2025-02-26
• Regulatory AUM: $530K
• Discretionary AUM: $530K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search