Anthony George Ferreira

CFP

Worthpointe

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Worthpointe

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

509 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$885.6M

Fee Structure

Minimum Investment:$500K

Location

Ramona, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Worthpointe

March 2008 - Present · 17 yrs 11 mos

Previous Registrations

Trovena, LLC.

November 2003 - December 2013 · 10 yrs 1 mo

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.