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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 06-21-2018
- Office Locations
- 2
Office Locations
About Ferris Wheel Finance, Inc.
Ferris Wheel Finance, Inc. is a fee-based fiduciary RIA providing comprehensive financial planning, retirement planning, and ongoing wealth/investment management for retirees and others preparing for long retirements. Portfolios emphasize ETFs alongside fixed-income allocations such as municipal bonds. The firm prioritizes highly individualized service by intentionally serving fewer relationships and commonly custodies assets at Charles Schwab.
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Owner & Executives
KATHERINE LEE HYLAND MERCER
Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #6389405
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jessica L Shular
Financial Advisor, General Partner
- CRD
- #7693608
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,753,410 | -- |
| Non-Discretionary | $12,404,609 | -- |
| Total | $41,158,019 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,158,019
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $285,634,426 | 6.9% |
| Public Funds | $695,457,732 | 16.8% |
| U.S. Government/Agency | $1,411,613,611 | 34.1% |
| Municipal Bonds | $1,217,051,032 | 29.4% |
| Cash | $529,872,558 | 12.8% |
| Total | $4,139,629,359 | 100.0% |