Ferguson Wellman Capital Management is an investment advisor in Portland with $8.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ferguson Wellman Rudd Purdy & Van Winkle Inc
SEC CIK
IRS number
930646988
SEC advisor number
801-11188
FINRA CRD number
104692
AUM ?
$7.15 bn
(as of 27 Mar 23)
Accounts
3,808
(as of 27 Mar 23)
Employees
55
(25 investment advisory or research)
Address
Ferguson Wellman Capital Management
888 SW 5TH AVE
STE 1200
PORTLAND
OR 97204
888 SW 5TH AVE
STE 1200
PORTLAND
OR 97204
Phone
5032261444
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21