FERGUSON SHAPIRO LLC

120 N Candler St
#2
Decatur, Georgia 30030
Tel: (404) 567-6771

About FERGUSON SHAPIRO LLC

FERGUSON SHAPIRO LLC, formally registered with the SEC as FERGUSON SHAPIRO LLC. The firm was established in 07/06/2018. They have over 3 offices throughout the country.

FERGUSON SHAPIRO LLC is a Decatur, Georgia based Financial Planning firm with nearly $326,794,056 assets under management, offering retirement planning & investment advisory services to 893 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297555
SEC#	801-113581
Assets Managed by Firm	$326,794,056
No. of Clients	893
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	893	$326,794,056
Individuals (other than high net worth individuals)	227	$83,197,257
High net worth individuals	117	$240,189,657
Charitable organizations	Fewer than 5 clients	$207,185
Corporations or other businesses	Fewer than 5 clients	$3,199,957

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