Ferguson Wellman Capital Management Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Ferguson Wellman Capital Management, federally registered in 1975, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 22 advisors. Ferguson Wellman Capital Management manages $5.0 billion and provides investment advisory services for 832 clients (1:38 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,000,000
Average Client Balance $5,968,516
Hybrid Advisor No
Disciplinary History No
Total AUM $5.0 billion
Advisor / Client Ratio 1:38
Headquarters 888 SW 5th Ave Ste 1200 Portland, OR 97204
SEC Filings Forms and Brochures    (CRD # 104692)
State(s) Registered AZ, CA, FL, ID, LA, NY, OH, OR, TX, WA

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