FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 1999

Total AUM

$316M

Discretionary

$306M

97% of AUM

Avg account

$550K

Accounts

575

Employees

Advisory reps

Firm details

Headquarters: ROCKVILLE, Maryland
CRD number: 109232
Registered since: June 23, 1999
Website: www.fjwealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI82.37%
Individuals12.03%
Pension & Profit Sharing Plans3.41%
Charitable Organizations2.14%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ferguson-Johnson Wealth Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1999. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, and it also serves some institutional clients. Its advisory fees are charged as a percentage of assets under management and via hourly engagements. The firm does not present itself as a capital allocator or as an active ESG investor, and it is not set up as a multi-state adviser or pension consultant.