FERRIS CAPITAL
Ferris Capital is a financial services company that deals with investment advisory & other services.
FERRIS CAPITAL
Industry:
Banking Finance Financial Services
Founded:
2012-01-01
Address:
Marlborough, Massachusetts, United States
Country:
United States
Website Url:
http://www.ferris-capital.com
Total Employee:
11+
Status:
Active
Contact:
5082815225
Email Addresses:
[email protected]
Technology used in webpage:
SPF Microsoft Exchange Online Amazon Office 365 Mail Microsoft Azure DNS GoDaddy DNS GStatic Google Static Content Amazon Virginia Region
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More informations about "Ferris Capital"
Creative Planning Acquires Ferris Capital
The Massachusetts Based Wealth Management Firm Manages $755 Million in AUM OVERLAND PARK, Kan., June 1, 2022 /PRNewswire/ โ Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest โฆSee details»
Ferris Capital
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Creative Planning Acquires Ferris Capital - PR Newswire
Jun 1, 2022 David M. Ferris, CEO and CIO of Ferris Capital, created a wealth management firm that was as driven, fast-paced, and determined as he was to provide a top-of-the-line โฆSee details»
Ferris Capital - Crunchbase Company Profile & Funding
Ferris Capital is located in Marlborough, Massachusetts, United States. Who are Ferris Capital 's competitors? Alternatives and possible competitors to Ferris Capital may include Progress โฆSee details»
Creative Planning Acquires $755M AUM Ferris Capital
Jun 3, 2022 Ferris Capital, a registered investment advisory firm based in Southborough, Mass., has joined Overland Park, Kan.โbased Creative Planning, one of the largest RIAs in the nation โฆSee details»
Ferris Capital and Creative Planning - Park Sutton Advisors
Jun 3, 2022 David Ferris, founder and CEO of Ferris Capital, said, โThe entire Ferris Capital team is excited to become part of Peterโs impressive operation. It is clear to everyone in our โฆSee details»
Ferris Capital - Ownership and Business Overview - Mergr
Jun 1, 2022 Ferris Capital is an independent advisory firm that provides a top-of-the-line experience to its clients and has a team that is adept at managing generational wealth, โฆSee details»
Ferris Capital - Products, Competitors, Financials, Employees ...
David M. Ferris, CEO and CIO of Ferris Capital, created a wealth management firm that was as driven, fast-paced, and determined as he was to provide a top-of-the-line experience to his โฆSee details»
WallerHelms Advisors
New York, NY, June 3, 2022โ Park Sutton Advisors, LLC (โPSAโ) is pleased to have represented Ferris Capital on its acquisition by Creative Planning (โCreativeโ), an RIA managing $225 โฆSee details»
Ferris Capital acquired by Creative Planning - Crunchbase
Jun 1, 2022 Ferris Capital Ferris Capital is a financial services company that deals with investment advisory & other services. Acquiring Organization: Creative Planning Creative โฆSee details»
Ferris Capital Company Profile 2024: Valuation, Investors
Ferris Capital General Information Description. Provider of investment advisory services intended to meet the unique needs of investors. The company offers a wide range of services including โฆSee details»
Ferris Capital - Crunchbase
Ferris Capital is a financial services company that deals with investment advisory & other services.See details»
Creative Planning enters Massachusetts with $755m RIA buy
Jun 1, 2022 Ferris Capital is led by CEO/CIO David Ferris, a former Merrill Lynch advisor who broke away from the wirehouse to go independent in 2012. Five employees โ including Ferris โฆSee details»
Ferris Capital, LLC (Marlborough) | Adviser Rankings - wallmine
Oct 1, 2020 Ferris Capital, LLC is a large advisory firm based in Marlborough. It manages $577.55 million of regulatory assets for 697 client accounts. It has been registered with the โฆSee details»
Creative Planning Buys Boston-Area RIA | Barron's
Jun 1, 2022 The acquisition of Ferris Capital expands Creative Planning's presence in New England, a region where CEO Peter Mallouk wants to expand his firmโs footprint โas quickly as โฆSee details»
CEO & Chief Investment Officer at Ferris Capital - The Org
David Ferris is the current CEO and Chief Investment Officer at Ferris Capital. Prior to this, they were the owner of Ferris Development Group from January 2008 to December 2012. Before โฆSee details»
Ferris Capital - Company Profile - Tracxn
Oct 23, 2024 Ferris Capital ranks 2,616th among 5952 active competitors. 225 of its competitors are funded while 805 have exited. Overall, Ferris Capital and its competitors have raised over โฆSee details»
Ferris Capital - Contacts, Employees, Board Members ... - Crunchbase
Ferris Capital is a financial services company that deals with investment advisory & other services.See details»
Ferris Capital - Company Profile - Tracxn
Oct 20, 2024 Ferris Capital ranks 7,185th among 7185 competitors. 41 of its competitors are funded while 357 have exited. Overall, Ferris Capital and its competitors have raised over โฆSee details»
What is Ferris Capital? Company Culture, Mission, Values
See what employees say it's like to work at Ferris Capital. Salaries, reviews, and more - all posted by employees working at Ferris Capital.See details»