Overview
Assets Under Management: $593 million
Headquarters: MARLBOROUGH, MA
High-Net-Worth Clients: 81
Average Client Assets: $6.6 million
Frequently Asked Questions
FERRIS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160116), FERRIS CAPITAL, LLC is subject to fiduciary duty under federal law.
FERRIS CAPITAL, LLC is headquartered in MARLBOROUGH, MA.
FERRIS CAPITAL, LLC serves 81 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, FERRIS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FERRIS CAPITAL, LLC manages $593 million in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, FERRIS CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.30%
Average Client Assets: $6.6 million
Total Client Accounts: 549
Discretionary Accounts: 548
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 160116
Filing ID: 1248325
Last Filing Date: 2018-10-29 11:55:00