F
CRD: 330890
Ferris Financial Services, L.l.c.
Midland, MI, 48640
9899960401
$29.2M Total AUM
$29.2M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
4300 W. Sugnet Rd. Midland MI
About Ferris Financial Services, L.l.c.
Ferris Financial Services, L.l.c. is a Midland-based RIA. The firm has been operating for 2 years. Managing $29.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$29.2M AVG AUM / ADVISOR
$859.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Summit Element
Client Personas
Optima
Investment Themes
Quantum element Insight
Investment Vehicles
Prime bridge
Services
Vital eagle Vector Value matrix Bridge Focus Prime
Owner & Executives
C
COREY THOMAS FERRIS
Chief Compliance Officer, Managing Member
- CRD
- #5059885
- Ownership
- 75% or more
(622) 388-1831
matrix.horizon@peakcapital.com
in linkedin.com/in/catalyst-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,205,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,205,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,205,796
Public Funds:
16.9% Equity - Exchange:
23.2% Cash:
19.2% Municipal Bonds:
24.8% Other:
8.1% Corporate - Investment Grade:
7.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $702,621,677 | 16.9% |
| Equity - Exchange | $964,545,734 | 23.2% |
| Cash | $798,244,745 | 19.2% |
| Municipal Bonds | $1,031,066,129 | 24.8% |
| Other | $336,759,502 | 8.1% |
| Corporate - Investment Grade | $324,286,927 | 7.8% |
| Total | $4,157,524,714 | 100.0% |