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Building 2FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Map pinROCKVILLE, MD
Phone301-670-0994
NotebookSEC #801-56625
Total AUM
$316.4M
Employees
4
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 MONROE ST.
SUITE PE 25
ROCKVILLE
MD 20850
United States
Operating Hours
9AM - 4PM
APPOINTMENT ONLY
Phone
301-670-0994

ReceiptFinancials

Total AUM
$316.4M
Accounts
575
Discretionary
$305.6M
Accounts
571
Non-Discretionary
$10.8M
Accounts
4

ContactClients

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Individual Clients
109
AUM
$38.1M
HNW Individual Clients
81
AUM
$260.6M
Pension/Profit Sharing Plan Clients
4
AUM
$10.8M
Charitable Organization Clients
3
AUM
$6.8M
Corporation or Business Clients
1
AUM
$168.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMAMDNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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