Ferguson Wellman Rudd Purdy & Van Winkle Inc (Portland)

Name: Ferguson Wellman Rudd Purdy & Van Winkle Inc
Address: 888 Sw 5 Th Ave Ste 1200, Portland, OR, 97204
Telephone: [503]226-1444

Ferguson Wellman Rudd Purdy & Van Winkle Inc is a large advisory firm based in Portland. It manages $2.16 billion of regulatory assets for 918 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, New York, and 5 other states.

Ferguson Wellman Rudd Purdy & Van Winkle provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ferguson Wellman Rudd Purdy & Van Winkle: assets under management

The assets under management (AUM) of Ferguson Wellman Rudd Purdy & Van Winkle Inc is $2.16 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ferguson Wellman Rudd Purdy & Van Winkle Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ferguson Wellman Rudd Purdy & Van Winkle Inc

Kerrie Deanne Young joined the executive team most recently as the Vice President/Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Harold Rudd	Chief executive officer	1 Dec 1989	Other	4332409
Steven Holwerda	Chief operating officer	1 Jan 1997	Other	2065379
Mark Joseph Kralj	Principal	1 Jan 1997	Other	4332414
George Walter Hosfield	Principal	1 Jan 1997	Other	1177387
Dean Milan Dordevic	Principal	1 Jan 1997	Other	1200684
Marc Fovinci	Sr. vice president	1 Jan 1997	Other	2144927
Kerrie Deanne Young	Vice president/compliance officer	1 Sep 1999	Other	4332423

Based in Portland

The principal office where Ferguson Wellman Rudd Purdy & Van Winkle Inc performs its advisory services is located at 888 Sw 5 Th Ave Ste 1200, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [503]226-1444 or by fax [503] 226-3647. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fergusonwellman.com.