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Home > Retirement Planners > michigan > portage > 626 FINANCIAL, LLC
626 FINANCIAL, LLC
7950 Moorsbridge Road
Suite 104
Portage, Michigan 49024
Tel: (269) 321-5040
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 Status | Approved |
|---|---|
| Firm CRD# | 306474 |
| SEC# | 801-120219 |
| Assets Managed by Firm | $326,426,686 |
| No. of Clients | 1179 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1179 | $326,426,686 |
| Individuals (other than high net worth individuals) | 338 | $127,526,403 |
| High net worth individuals | 97 | $196,974,364 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,848,000 |
| Corporations or other businesses | Fewer than 5 clients | $77,919 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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