Fereday Investments Inc.

Fereday Investments Inc. (CRD# 135722) is a financial advisory firm headquartered in , . They manage $1,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fereday Investments Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frederick T. Fereday
CRD#: 1148605
Santa Barbara, CA
93
Wealthminder
score

Frederick Fereday (CRD# 1148605) is an Investment Advisor Representative working at Fereday Investments Inc. in Santa Barbara, CA and has over 30 years of experience in the finance industry.

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