CRD: 138433
Physician Family Financial Advisors INC
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Wave element
- Established Date
- 12-08-2005
- Office Locations
- 2
Office Locations
About Physician Family Financial Advisors INC
Physician Family Financial Advisors is a fiduciary RIA focused on physician families, helping doctors with kids align retirement and college goals with a sustainable life plan. Offers a one-time retirement roadmap and ongoing guidance with portfolio implementation across IRAs, Solo 401(k)s and taxable joint accounts, plus coordination for 401(k)/403(b) and 529s, including tax-loss harvesting, backdoor Roths and tax-optimized retirement income planning. Founded in 1998; team of four.
Team overview
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Asset Classes
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Fund Managers
Investment Themes
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Owner & Executives
WILLIAM BEN UTLEY
Owner
- CRD
- #2547264
- Ownership
- 50% but less than 75%
Nathan Anthony Reineke
Advisor, Owner, President
- CRD
- #6908531
- Ownership
- 25% but less than 50%
Beacon glacier
Bridge capital beacon
- CRD
- #23873
- Ownership
- 22.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,854,509 | $445,782 |
| Non-Discretionary | $0 | -- |
| Total | $284,854,509 | $445,782 |
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Separately Managed Accounts
Total SMA Asset: $284,854,509
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,813,431,921 | 68.3% |
| Equity - Exchange | $1,769,923,747 | 31.7% |
| Total | $5,583,355,668 | 100.0% |