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Physicians' Asset Management, Inc. (Marina Del Rey)


Physicians' Asset Management, Inc. is a large advisory firm based in Marina Del Rey. It manages $200 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Nevada, and New Mexico.

Physicians' Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Physicians' Asset Management: assets under management

The assets under management (AUM) of Physicians' Asset Management, Inc. is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Physicians' Asset Management, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marina Del Rey

The principal office where Physicians' Asset Management, Inc. performs its advisory services is located at 742 Washington Blvd, Marina Del Rey, CA 90292 The mailing address of the firm is 742 Washington Blvd., Marina Del Rey, CA 90292. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-821-6563 or by fax 310-861-5815. The normal business hours are 8:30 a.m. - 4:30 p.m. pst on Monday - Friday.


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