Ferris, Baker Watts, LLC is a large advisory firm based in Baltimore. It manages $938.25 million of regulatory assets for 2,687 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Ferris, Baker Watts provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ferris, Baker Watts, LLC is $938.25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ferris, Baker Watts, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Godfrey Taft has been acting as President since 1 Jun 2008. Lenee Beth Dirzuweit joined the executive team most recently as the Rosfp.
The principal office where Ferris, Baker Watts, LLC performs its advisory services is located at 100 Light Street, Baltimore, MD 21202 The mailing address of the firm is 100 Light Street, Baltimore, MD 21202. An additional office of the firm is in Wilmington, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-685-2600 or by fax 410-659-6711. The normal business hours are 8:30am to 5:15pm on Monday - Friday. You can find more information about the New York firm at www.fbw.com.