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Ferguson Investment Services PLLC (Tucson)


Ferguson Investment Services PLLC is an adviser based in Tucson. It manages $74.71 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2010.

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Ferguson Investment Services P provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ferguson Investment Services P: assets under management

The assets under management (AUM) of Ferguson Investment Services PLLC is $74.71 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.58 million in discretionary accounts and $23.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ferguson Investment Services PLLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tucson

The principal office where Ferguson Investment Services PLLC performs its advisory services is located at 3134 N. Swan Rd., Tucson, AZ 85712, 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 520-321-4100 or by fax 520-321-4102. The normal business hours are 7:00am to 3:00pm on Monday - Friday. You can find more information about the New York firm at www.bruceferguson.com.


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