Unclaimed Profile

Joshua D Frankel

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Clean recordFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 5672556Firm CRD# 104692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua D Frankel · PORTLAND, OR

Registration

CRD #5672556 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joshua D Frankel is a registered financial advisor based in PORTLAND, Oregon, affiliated with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

AUM

$8.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5672556

Firm CRD# 104692

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua D Frankel offer?

Joshua D Frankel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Joshua D Frankel's credentials?

Joshua D Frankel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua D Frankel located?

Joshua D Frankel is based in PORTLAND, Oregon, working with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Joshua D Frankel charge for services?

Joshua D Frankel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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