Ferguson Johnson Wealth Management, Inc. is a large advisory firm based in Rockville. It manages $171.6 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, and 3 other states.
Ferguson Johnson Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ferguson Johnson Wealth Management, Inc. is $171.6 million. The firm's AUM has grown by 21% 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 Ferguson Johnson Wealth Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Ferguson Johnson Wealth Management is high net worth individuals with 48 clients and $122.94 million of assets under management. Among the 12 most similar advisory firms, Ferguson Johnson Wealth Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $171.6 million for 179 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ferguson Johnson Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ferguson Johnson Wealth Management, Inc. performs its advisory services is located at 51 Monroe St., Rockville, MD 20850, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-670-0994 or by fax 301-670-0996. The normal business hours are 9am - 4pm on Other. You can find more information about the New York firm at mymoneymanager.com.