This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$285MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$285M

Private client RAUM

$285MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$95.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

639

Individual clients

216

High net worth clients

160

SEC number

801-117856

CRD

138433

Filings on the tape

37

First filed

Nov 25, 2019

Latest filed

Jul 23, 2026

Organised

Corporation, OR

Website

open.spotify.com

• Occurred

  Nov 25, 2019
  First Form ADV filing

  Physician Family Financial Advisors Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5317ab05-418b-d4bd-d09e-dd6ef01a5bfa

First observed

Nov 25, 2019

Last observed

Jul 23, 2026 58 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.