Ferris Financial Services, L.L.C.
Firm details
- Headquarters
- Midland, Michigan
- CRD number
- 330890
- Custodians
- CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.21%
- Individuals29.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ferris Financial Services, L.L.C. is an independent, owner-operated advisory firm registered in Michigan and organized as an LLC. The firm focuses on serving individuals, families and small-business owners, providing financial planning and ongoing portfolio management. Its client billing mixes percentage-of-AUM fees with fixed-fee engagements. Ferris does not position itself as a multi-state adviser, pension consultant, capital allocator or ESG specialist.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities31%
- Cash & Cash Equivalents15%
- State & Local Bonds12%
- Other4%
Contacts
1 of 1Corey Ferris
Managing MemberCRD 5059885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midland, MI
Midland
Location
Midland, MI
Headquartered in Midland, MI, anchoring the Saginaw-Midland-Bay City, MI metro in the Midwest.
- Metro area
- Saginaw-Midland-Bay City, MI
- Region
- Midwest
- County
- Midland
- Address
- 4300 W Sugnet Rd
- Time zone
- ET (UTC-5)
- Office locations
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