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Home > Retirement Planners > oregon > portland > FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200
Portland, Oregon 97204
Tel: 503-226-1444
About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, formally registered with the SEC as FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. The firm was established in 12/01/1975. They have over 2 offices throughout the country.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. is a Portland, Oregon based Financial Planning firm with nearly $8,394,137,837 assets under management, offering retirement planning & investment advisory services to 4068 clients. The firm is staffed with 60 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104692 |
| SEC# | 801-11188 |
| Assets Managed by Firm | $8,394,137,837 |
| No. of Clients | 4068 |
| No. of Advisors | 60 |
Fee Structure
- A percentage of AUM
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 | 4068 | $8,394,137,837 |
| Individuals (other than high net worth individuals) | 99 | $60,106,162 |
| High net worth individuals | 721 | $5,134,870,287 |
| Pension and profit sharing plans | 49 | $1,273,976,962 |
| Charitable organizations | 60 | $843,349,114 |
| Corporations or other businesses | 61 | $1,081,835,312 |
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