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626 FINANCIAL, LLC

7950 Moorsbridge Road
Suite 104
Portage, Michigan 49024
Tel: (269) 321-5040

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About 626 FINANCIAL, LLC

626 FINANCIAL, LLC, formally registered with the SEC as 626 FINANCIAL, LLC. The firm was established in 01/22/2021. They have over 1 offices throughout the country.

626 FINANCIAL, LLC is a Portage, Michigan based Financial Planning firm with nearly $326,426,686 assets under management, offering retirement planning & investment advisory services to 1179 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306474
SEC#801-120219
Assets Managed by Firm$326,426,686
No. of Clients1179
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1179$326,426,686
Individuals (other than high net worth individuals)338$127,526,403
High net worth individuals97$196,974,364
Pension and profit sharing plansFewer than 5 clients$1,848,000
Corporations or other businessesFewer than 5 clients$77,919

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