FERRI INVESTMENT SOLUTIONS

RICK FERRI, LLC

CRD 300479

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 210 broker-dealer reps

Clients

Fees

Hourly charges; ONE-TIME FLAT-FEE

Org form

Limited Liability Partnership

Filing date

2026-03-17

Disciplinary history

Services

HOURLY INVESTMENT ADVICE AS NEEDED

Type	Clients	AUM
Individuals	15	$0
High net worth individuals	193	$0
Pension/profit sharing plans	4	$0
Charitable organizations	2	$0

Official SEC filing: View on IAPD