Ferguson Wellman

Finance · Oregon, United States · 51-200 Employees

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Overview

Headquarters

888 SW 5th Ave Ste 1200, Portland, Orego...

Phone Number

(503) 226-1444

Revenue

$34.5 Million

Industry

Finance Securities Trading

About Ferguson Wellman

Ferguson Wellman Capital Management, Inc., operating under the Ferguson Wellman name, is a privately held and employee-owned investment advisory firm headquartered in Portland, Oregon. The company provides personalized investment management and wealth-management services to individuals, families, institutions, foundations, retirement plans and other organizations. Founded in the Pacific Northwest in the mid-1970s, Ferguson Wellman has developed from a regional investment adviser into a nationally serving wealth-management organization while retaining its independent and employee-owned ownership structure.Explore more
Ferguson Wellman's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ferguson Wellman Org Chart

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Rebecca Horvat, Senior Vice President, Chief Financial Officer at Ferguson Wellman
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Senior Vice President, Chief Financial Office...

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Executive VP, Equity Research & Portfolio Man...

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Executive VP, Wealth Management Chair

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Executive VP, Portfolio & Wealth Management B...

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Chief Investment Officer

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Compare Similar Companies to Ferguson Wellman

Compare insights from companies similar to Ferguson Wellman, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ferguson Wellman

$34.5M
51-200
Private
-
1975
Rebecca Horvat, Senior Vice President, Chief Financial Officer at Ferguson Wellman
Rebecca HorvatSenior Vice President, Chief Financial Officer
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$13.9M
51-200
Private
<$5M
1974
Jonathan Azoff, President, Public Funds & Liquidity Products at Meeder Investment Management
Jonathan AzoffPresident, Public Funds & Liquidity Products
$13.4M
11-50
Private
-
1970
RS
Richard SkeppstromManaging Director
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
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Ferguson Wellman Tech Stack

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Frequently Asked Questions Regarding Ferguson Wellman

What is Ferguson Wellman's official website?
Ferguson Wellman's official website is www.fergusonwellman.com
What is Ferguson Wellman's Revenue?
Ferguson Wellman's revenue is $34.5 Million
What is Ferguson Wellman's SIC code?
Ferguson Wellman's SIC: 62,628
What is Ferguson Wellman's NAICS code?
Ferguson Wellman's NAICS: 52,523
How many employees does Ferguson Wellman have?
Ferguson Wellman has 51-200 employees
What industry does Ferguson Wellman belong to?
Ferguson Wellman is in the industry of: Finance, Securities Trading
What is Ferguson Wellman competition?
Ferguson Wellman top competitors include: Lowe Brockenbrough, Vivaldi Capital Management, Disciplined Equities Management, Meeder Investment Management
What companies has Ferguson Wellman acquired?
Ferguson Wellman has acquired the companies: Great Northern Asset Management
What technology does Ferguson Wellman use?
Some of the popular technologies that Ferguson Wellman uses are: Drupal, DoubleClick, Google Universal Analytics, Cloudflare CDN
Who is the CFO of Ferguson Wellman?
Ferguson Wellman's CFO is Rebecca Horvat
How do I contact Ferguson Wellman?
Ferguson Wellman contact info: Phone number: (503) 226-1444 Website: www.fergusonwellman.com
What does Ferguson Wellman do?

Ferguson Wellman Capital Management, Inc., operating under the Ferguson Wellman name, is a privately held and employee-owned investment advisory firm headquartered in Portland, Oregon. The company provides personalized investment management and wealth-management services to individuals, families, institutions, foundations, retirement plans and othe... r organizations. Founded in the Pacific Northwest in the mid-1970s, Ferguson Wellman has developed from a regional investment adviser into a nationally serving wealth-management organization while retaining its independent and employee-owned ownership structure.Read More

What are Ferguson Wellman social media links?
Ferguson Wellman Linkedin page Ferguson Wellman Twitter page Ferguson Wellman Facebook page
Is Ferguson Wellman a public company?
Ferguson Wellman is private company therefore does not currently have an official ticker symbol
See more information about Ferguson Wellman

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