Overview
Assets Under Management: $150 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 85
Discretionary Accounts: 85
Regulatory Filings
CRD Number: 108886
Last Filing Date: 2025-02-27 00:00:00
Website: https://ferimc.com