Ferris Wheel Finance, Inc.
Ferris Wheel Finance, Inc. (CRD# 292091) is a financial advisory firm headquartered in Venice, FL. They manage $26,355,698 in 502 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$52,501
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, TN
Financial Advisors at Ferris Wheel Finance, Inc.
1
Katherine Hyland Mercer (CRD# 6389405) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
2
Jessica Shular (CRD# 7693608) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Venice, FL and has 1 year of experience in the finance industry.
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