Physician Advising LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,600,000
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$292,308
Client services
Financial planning
Portfolio management
Fee options
Investment Management offered at a fixed fee of $0 per period as a voluntary service for clients engaged in an active Hourly Financial Planning Agreement
$300 per hour for Financial Planning
Fee-only: $300 per hour for Financial Planning (hourly rate)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Physician Advising LLC
Newport WA, United States
Number of offices
1
Forms ADV
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