Ferris Capital LLC
Legal Name: FERRIS CAPITAL, LLC
325 DONALD LYNCH BLVD., SUITE 200, MARLBOROUGH, MA
(508) 281-5200
http://www.ferriscapital.com/
Frequently Asked Questions (FAQ)
Full Contact Details
Ferris Capital LLC
325 DONALD LYNCH BLVD., SUITE 200, MARLBOROUGH, MA
(508) 281-5200
Other Info
Ferris Capital LLC, a Massachusetts-based limited liability company, employs 12 professionals, with 6 serving in an advisory capacity. With 42 clients, the firm is registered with the US Securities and Exchange Commission, a status it has held since May 2012.
Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
Direct Owners
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DAVID MATTHEW FERRIS
MANAGING MEMBER owns 75% or more
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MATTHEW JAMES RUSSELL
ASSISTANT GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER owns less than 5%
Custodians
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BLUE HILLS BANK
United States