Sign in Sign up for free

Ferro Investment Management, LLC (Chatham)


Ferro Investment Management, LLC is a mid-sized advisory firm based in Chatham. It manages $27.51 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New Jersey.

Logo

Ferro Investment Management 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.

Ferro Investment Management: assets under management

The assets under management (AUM) of Ferro Investment Management, LLC is $27.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 147% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.93 million each.
Ferro Investment Management has custody of $850 thousand in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ferro Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in Chatham

The principal office where Ferro Investment Management, LLC performs its advisory services is located at 17 John Street, Chatham, NJ 07928, 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 973-615-7327. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at fimllc.com/.


Registered investment advisers similar to Ferro Investment Management, LLC