Overview
Assets Under Management: $326 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
626 FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306474), 626 FINANCIAL, LLC is subject to fiduciary duty under federal law.
626 FINANCIAL, LLC is headquartered in PORTAGE, MI.
626 FINANCIAL, LLC serves 97 high-net-worth clients according to their SEC filing dated June 26, 2025. View client details ↓
According to their SEC Form ADV, 626 FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
626 FINANCIAL, LLC manages $326 million in client assets according to their SEC filing dated June 26, 2025.
According to their SEC Form ADV, 626 FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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