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FERRIS FINANCIAL SERVICES, L.L.C.
CRD 330890
4300 W. SUGNET RD., MIDLAND, MI, 48640, United States
Phone
989-996-0401
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.2M
Discretionary AUM
$29.2M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $7.5M |
| High net worth individuals | 5 | $21.7M |
Official SEC filing: View on IAPD