Ferris A Christian (Bronx)


Ferris A Christian is a related adviser based in Bronx. It manages $1 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Colorado.

Ferris A Christian provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security ratings or pricing services, market timing services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ferris A Christian: assets under management

The assets under management (AUM) of Ferris A Christian is $1 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $500 thousand in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.
Ferris A Christian has custody of $1 million in cash and securities for 5 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ferris A Christian for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ferris A Christian E 1 Nov 2010 75% - 100% 6056936
Fac Propertys Llc E 1 May 2011 75% - 100% 164023

Based in Bronx

The principal office where Ferris A Christian performs its advisory services is located at 1041 East 216 Th Street, Bronx, NY 10469 The mailing address of the firm is 1041 East 216 Th Street, Bronx, NY 10469. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 3472073047. The normal business hours are fac propertys llc on Monday - Friday. You can find more information about the New York firm at facpropertysllc.net.