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Building 2FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Map pinPORTLAND, OR
Phone503-226-1444
NotebookSEC #801-11188
Total AUM
$10.7B
Employees
68
Clients
1,085

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 SW 5TH AVE STE 1200
PORTLAND
OR 97204
United States
Operating Hours
7:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
503-226-1444
Other Offices
1

ReceiptFinancials

Total AUM
$10.7B
Accounts
4,763
Discretionary
$10.7B
Accounts
4,763
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$49.2M
HNW Individual Clients
865
AUM
$7.9B
Pension/Profit Sharing Plan Clients
38
AUM
$1.2B
Charitable Organization Clients
58
AUM
$971.8M
Corporation or Business Clients
38
AUM
$607.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAIDILLAMDMNMTNCNVNYOHORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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