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EMMA JOSIE FERGUSON
408-249-3499
SEC #801-40213Total AUM
$11.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
408-249-3499
Financials
Total AUM
$11.6M
Accounts
2Discretionary
$0
Accounts
0Non-Discretionary
$11.6M
Accounts
2
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.