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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ferguson-Johnson Wealth Management Inc
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|---|---|
| CRD # | 109232 |
| SEC # | 801-56625 |
| CIK # | |
| AUM | $270.9 M (2025-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 301-670-0994 |
| Address | 51 Monroe St Rockville, MD 20850 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 40.7 |
| (b) Individuals (high net worth individuals) | 71 | 216.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.5 |
| (h) Charitable organizations | 4 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 270.9 |
| By Discretionary | ||
| Discretionary | 518 | 261.4 |
| Non-Discretionary | 4 | 9.5 |
| Total | 522 | 270.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.9 | |
| Total | 522 | 270.9 |
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|---|---|---|
|
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SC | 0.3 |
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MO | 0.3 |
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VA | 0.3 |
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WI | 0.3 |
|
Fortitude Financial LLC
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WA | 0.3 |
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Base Wealth Management LLC
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FL | 0.3 |
|
Gamma Asset Management LLC
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PR | 0.3 |