Overview
Assets Under Management: $326 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,179
Discretionary Accounts: 1,176
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 306474
Filing ID: 2000088
Last Filing Date: 2025-06-26 10:49:00
Website: https://626financial.com