George
Hosfield

Ferguson Wellman Capital Management, Inc

CRD#1177387
Investment Advisor
in Portland, OR

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About this Advisor

George Hosfield is a chartered financial analyst based out of Portland, Oregon, who has been in the industry for 29 years. Hosfield is currently employed by Ferguson Wellman Capital Management, Inc. They have spent all of their employment at Ferguson Wellman Capital Management, Inc. Hosfield has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Oregon. Ferguson Wellman Capital Management, Inc is an advisory business headquartered in Portland, Oregon. It handles $6 billion in assets under management among its 3,156 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 3,156 accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Ferguson Wellman Capital Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which service is offered. Fees billed by Ferguson Wellman Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

888 Sw Fifth Avenue, #1200
Portland, OR 97204

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Ferguson Wellman Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,961,638,487

OR Average: $1,120,203,312
Total Number of Employees

51

OR Average: 50
Total Number of Accounts

3,156

OR Average: 1,309
Average Account Size

$1,888,986

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

George Hosfield Work History

George has 29 years of experience.

1991 - Present (30 years)

Ferguson Wellman Capital Management, Inc

Disclosures

George Hosfield has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ferguson Wellman Capital Management, Inc

Joshua Frankel
Portland, OR
Blaine Dickason
Portland, OR
Peter Jones
Portland, OR
Shawn Narancich
Portland, OR
Scott Christianson
Portland, OR
Nathan Ayotte
Portland, OR
Samantha Pahlow
Portland, OR
Mary Lago
Portland, OR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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