$530.0K Total AUM
$530.0K Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
14 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2012
- Office Locations
- 1
Office Locations
-- Northville MI
About Physicians' Financial L.c.
Physicians' Financial L.c. is a Northville-based RIA. The firm has been operating for 14 years. Managing $530.0K in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$530.0K AVG AUM / ADVISOR
$29.4K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT ANTHONY BOUTIN
Director
- CRD
- #5750242
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $530,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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