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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 $7,145,593,038 assets under management, offering retirement planning & investment advisory services to 3808 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 104692 |
| SEC# | 801-11188 |
| Assets Managed by Firm | $7,145,593,038 |
| No. of Clients | 3808 |
| No. of Advisors | 55 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3808 | $7,145,593,038 |
| Individuals (other than high net worth individuals) | 116 | $75,660,429 |
| High net worth individuals | 668 | $4,324,252,987 |
| Pension and profit sharing plans | 52 | $1,114,951,511 |
| Charitable organizations | 58 | $810,274,560 |
| Corporations or other businesses | 49 | $820,453,551 |
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