Ferguson Asset Management Inc is a large advisory firm based in Potomac. It manages $142.15 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 4 other states.
Ferguson Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ferguson Asset Management Inc is $142.15 million. The firm's AUM has grown by 238% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ferguson Asset Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Peters Ferguson has been acting as President since 1 Jan 1978. Derek Matthew Johnson joined the executive team most recently as the Vice President.
The principal office where Ferguson Asset Management Inc performs its advisory services is located at 13305 Travilah Road, Potomac, MD 20854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-670-0994 or by fax 301-670-0996. The normal business hours are 9-4 and by appointment at anytime on Monday - Friday.