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Ferguson-Johnson Wealth Management, Inc.

● SEC registered since 1999CRD 109232SEC# 801-56625Rockville, MD
Export (members)
Reg. AUM
$270.9M
Employees
3
Accounts
522
Location
Rockville, MD

Ferguson-Johnson Wealth Management, Inc. assets under management

Ferguson-Johnson Wealth Management, Inc. is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 1999. It reports $270.9 million in regulatory assets under management and employs 3 people.
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Ferguson-Johnson Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Derek Matthew Johnson ControlPrincipal/CcoOver 75%2014
William Jonathan PowellFinancial AdvisorUnder 5%2013

Frequently asked questions

How much does Ferguson-Johnson Wealth Management, Inc. manage?

Ferguson-Johnson Wealth Management, Inc. reports $270.9 million in regulatory assets under management on its Form ADV.

How many employees does Ferguson-Johnson Wealth Management, Inc. have?

Ferguson-Johnson Wealth Management, Inc. reports 3 employees.

Where is Ferguson-Johnson Wealth Management, Inc. located?

Ferguson-Johnson Wealth Management, Inc. is based in Rockville, MD and has been SEC-registered since 1999.

Does Ferguson-Johnson Wealth Management, Inc. disclose fund performance?

Ferguson-Johnson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address51 Monroe St., Suite Pe 25, Rockville, MD 20850
Phone301-670-0994
Fax301-670-0996
Office hours9a.m. - 4p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.4M
Non-discretionary$9.5M
Total (RAUM)$270.9M