FERRIS WHEEL FINANCE, INC.

Overview

Ferris Wheel Finance, Inc. is an independent registered investment adviser operating as a corporate entity with individual ownership. The firm serves a mix of individual and family clients along with some institutional relationships, focusing on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity at the firm centers on public equities, with a clear preference for exchange-traded securities. That bias toward liquid, tradable instruments is complemented by allocations to mutual funds for core exposure and third-party real estate strategies for alternative diversification. Ferris Wheel Finance is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices