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Home > Retirement Planners > texas > fort worth > MICHELS FAMILY FINANCIAL, LLC
MICHELS FAMILY FINANCIAL, LLC
6000 Western Place, Suite 380
Fort Worth, Texas 76107
Tel: 817-719-9999
About MICHELS FAMILY FINANCIAL, LLC
MICHELS FAMILY FINANCIAL, LLC, formally registered with the SEC as MICHELS FAMILY FINANCIAL, LLC. The firm was established in 06/15/2022. They have over 2 offices throughout the country.
MICHELS FAMILY FINANCIAL, LLC is a Fort Worth, Texas based Financial Planning firm with nearly $242,586,844 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319311 |
| SEC# | 801-125881 |
| Assets Managed by Firm | $242,586,844 |
| No. of Clients | 1116 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1116 | $242,586,844 |
| Individuals (other than high net worth individuals) | 243 | $83,337,680 |
| High net worth individuals | 71 | $159,249,164 |
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