Physician Advisory Resources,LLC (Champaign)


Physician Advisory Resources,LLC is a pension cosultant based in Champaign. It manages $13.01 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arkansas and Illinois.

Physician Advisory Resources provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Physician Advisory Resources: assets under management

The assets under management (AUM) of Physician Advisory Resources,LLC is $13.01 million. The firm's AUM has grown by 3832% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.21 million in discretionary accounts and $794.83 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Physician Advisory Resources,LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
George T Shapland Shareholder 1 Apr 1988 25% - 50% 1837717
Douglas Culver Mills Shareholder 1 Mar 1999 25% - 50% 2100396

Based in Champaign

The principal office where Physician Advisory Resources,LLC performs its advisory services is located at 2501 Galen Drive, Champaign, IL 61826 3669 The mailing address of the firm is P. O. Box 3669, Champaign, IL 61826 3669. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-356-8363 or by fax 217-355-1359. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.

Registered investment advisers similar to Physician Advisory Resources,LLC