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Ian Daniel Ferry

JACKSON SQUARE PARTNERS, LLC·LARKSPUR, California
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700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 3257071Firm CRD# 170064
01

About

Ian Daniel Ferry is a registered financial advisor based in LARKSPUR, California, affiliated with JACKSON SQUARE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
JACKSON SQUARE PARTNERS, LLC
JACKSON SQUARE PARTNERS, LLC
AUM
$3.1B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at JACKSON SQUARE PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3257071
Firm CRD# 170064
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian Daniel Ferry offer?
Ian Daniel Ferry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LARKSPUR, California for a consultation.
What are Ian Daniel Ferry's credentials?
Ian Daniel Ferry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Daniel Ferry located?
Ian Daniel Ferry is based in LARKSPUR, California, working with JACKSON SQUARE PARTNERS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Ian Daniel Ferry charge for services?
Ian Daniel Ferry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACKSON SQUARE PARTNERS, LLC?
JACKSON SQUARE PARTNERS, LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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