Ferris Capital, LLC
Ferris Capital, LLC (CRD# 160116) is a financial advisory firm headquartered in Southborough, MA. They manage $755,689,292 in 615 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management756MILLION
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$1,228,763
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH, NY, TX
Financial Advisors at Ferris Capital, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.