Be advised. This firm is no longer registered.

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
118 Turnpike Road, Suite 300, Southborough, MA 01772
http://www.ferriscapital.com/
By the Numbers
  • Total Assets Under Management
    756
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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