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David C Ferreira

OWLS NEST PARTNERS IA, LLC·CHADDS FORD, Pennsylvania
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223 WILMINGTON-WEST CHESTER PIKE, CHADDS FORD, PA 19317-9711CRD# 6440848Firm CRD# 289811
01

About

David C Ferreira is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with OWLS NEST PARTNERS IA, 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
Pension & Retirement Plans
03

Firm Overview

Firm
OWLS NEST PARTNERS IA, LLC
OWLS NEST PARTNERS
AUM
$389M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OWLS NEST PARTNERS IA, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6440848
Firm CRD# 289811
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David C Ferreira offer?
David C Ferreira specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are David C Ferreira's credentials?
David C Ferreira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David C Ferreira located?
David C Ferreira is based in CHADDS FORD, Pennsylvania, working with OWLS NEST PARTNERS IA, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does David C Ferreira charge for services?
David C Ferreira'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 OWLS NEST PARTNERS IA, LLC?
OWLS NEST PARTNERS IA, LLC has approximately 10 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHADDS FORD
Kevin Charles Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCBarbara Mckeon Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCWilliam Henry Kantner — CHARTERED ADVISORY GROUP, INC.Andrew Christopher Zimmerman — DT INVESTMENT PARTNERS, LLCJohn Joseph Brett — RED GATE ADVISERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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