FERRIS FINANCIAL SERVICES, L.L.C.

FERRIS FINANCIAL SERVICES, L.L.C. of MIDLAND, MI is an SEC-registered investment adviser (CRD 330890). Regulatory assets under management: $29.2M.

Registration

• CRD: 330890
• Type: Registered investment adviser
• Location: 4300 W. SUGNET RD., MIDLAND, MI, 48640
• Phone: 989-996-0401
• Latest filing: 2026-02-16
• Regulatory AUM: $29.2M
• Discretionary AUM: $29.2M
• Clients: 1
• Accounts: 127

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search