Ferguson Wellman

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(503) 417-1444

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ferguson Wellman

Founded in 1975 Ferguson Wellman Capital Management is a financial services company provides clients with investment strategies, services, communication, and education. Ferguson Wellman is headquartered in Portland, Oregon.Explore more
Ferguson Wellman's Social MediaPopular SearchesWest Bearing InvestmentsBearing InvestmentsBearing Investments, a divisionWest BearingWest Bearing Investments, a division of Ferguson W...SIC Code 62,628NAICS Code 52,523Show more

Ferguson Wellman Org Chart

PhoneEmail
DR
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Senior Vice President

PhoneEmail

PhoneEmail
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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

$5.4M
11-50
Private
-
2013
DR
Donald RainerSenior Vice President
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
<$5M
1999
AH
Anna HaneyVice President, Director of Operations, OSJ
<$5M
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ferguson Wellman is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ferguson Wellman is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ferguson Wellman.

Ferguson Wellman Tech Stack

A closer look at the technologies used by Ferguson Wellman

Most Recent Scoops

Facilities Relocation / Expansion
Ferguson Wellman is planning to move its offices in January 2022. The move will impact approximately 8 employees at their existing office located at 3006 Northup Way, Suite # 100, Bellevue, WA.
Facilities Relocation/Expansion
Project
A high-level source has indicated that the organization's largest upcoming technology-based project will focus on updating the asset management database.
Asset Management, Database
Project
A high-level source has indicated that the organization has expressed interest in upgrading the existing portfolio accounting solution as part of the upcoming technology project.
Upgrade, Accounting
Project
A high-level source has indicated that the organization is planning to prioritize initiatives involving an order management system over the next three months.
Enterprise Software, Software
Project
Implementation, Upgrade, Software
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Ferguson Wellman

What is Ferguson Wellman's official website?
Ferguson Wellman's official website is www.westbearinginvest.com
What is Ferguson Wellman's Revenue?
Ferguson Wellman's revenue is $5.4 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 11-50 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: Greenwood Capital Associates, Dukes Lane Investments, Vivaldi Capital Management, Medallion Wealth Management
What technology does Ferguson Wellman use?
Some of the popular technologies that Ferguson Wellman uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Adobe Typekit
How do I contact Ferguson Wellman?
Ferguson Wellman contact info: Phone number: (503) 417-1444 Website: www.westbearinginvest.com
What does Ferguson Wellman do?

Founded in 1975 Ferguson Wellman Capital Management is a financial services company provides clients with investment strategies, services, communication, and education. Ferguson Wellman is headquartered in Portland, Oregon.... 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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