Ferris Capital

  • Financial Services
  • Southborough MA
  • 18 employees
  • Financial Services
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Company Overview

Headquarters
118 Turnpike Rd, Ste. 300, Southborough MA
Website
ferriscapital.com
Email
db****@ferris-capital.com
Phone
(508) 281-5200
Employees
18
Founded in
2012
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Ferris Capital

Ferris Capital is an SEC Registered Investment Advisor headquartered in Southborough, Massachusetts. The firm employs 18 people. Ferris Capital provides investment advising services to clients. As an independent advisory firm, the company is obligated to uphold the fiduciary standard set by the United States Investment Advisers Act of 1940. This means that all recommendations and actions taken are in the best interests of the client. Ferris Capital distinguishes itself by being independent of large investment banks, brokerage firms, or insurance companies. This independence eliminates financial incentives to recommend specific investment products, ensuring that the firm's interests are aligned with those of its clients. For detailed information about Ferris Capital, including their Form ADV, visit their website at www.ferriscapital.com or the Securities and Exchange Commission's website at www.sec.gov.

Ferris Capital Industry Tags

Wealth Management
Financial & Estate Planning
Retirement Planning
Tax Strategy
Family Office Services
Consultative Services
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FAQ

What is the location of Ferris Capital's headquarters?
The headquarters of Ferris Capital are situated at 118 Turnpike Rd, Ste. 300, Southborough MA
What is Ferris Capital's phone number?
Ferris Capital's contact number is (508) 281-5200.
What is Ferris Capital's official website?
The official website of Ferris Capital can be found at ferriscapital.com.
What is Ferris Capital's current revenue?
As of June 2022, Ferris Capital's annual revenue reached $10B.
How many employees does Ferris Capital currently have?
Ferris Capital employs approximately 18+ people as of June 2022
Which industries is Ferris Capital primarily operating in?
Ferris Capital operates in the following industries: Finance, Credit
What are Ferris Capital's industry tags?
Ferris Capital's industry tags include: Wealth Management, Financial & Estate Planning, Retirement Planning
When was Ferris Capital founded?
Ferris Capital was founded in 2012.

Employee Directory

Key Employees

Steve Ferris

Owner

Phone Email

Matthew Elsenbeck

EVP CLIENT SERVICES

Phone Email

David Ferris

CEO/CHIEF INVESTMENT OFFICER

Phone Email