FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

51 Monroe St.
Suite Pe 25
Rockville, Maryland 20850
Tel: 301-670-0994

About FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC, formally registered with the SEC as FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. The firm was established in 06/23/1999. They have over 1 offices throughout the country.

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. is a Rockville, Maryland based Financial Planning firm with nearly $270,874,727 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109232
SEC#	801-56625
Assets Managed by Firm	$270,874,727
No. of Clients	522
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	522	$270,874,727
Individuals (other than high net worth individuals)	116	$40,672,910
High net worth individuals	71	$216,010,726
Pension and profit sharing plans	4	$9,472,621
Charitable organizations	4	$4,561,597
Corporations or other businesses	1	$156,873

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