Overview
Assets Under Management: $304 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
MICHELS FAMILY 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 #319311), MICHELS FAMILY FINANCIAL, LLC is subject to fiduciary duty under federal law.
MICHELS FAMILY FINANCIAL, LLC is headquartered in FORT WORTH, TX.
MICHELS FAMILY FINANCIAL, LLC serves 72 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, MICHELS FAMILY FINANCIAL, LLC offers financial planning and pension consulting services. View all service details ↓
MICHELS FAMILY FINANCIAL, LLC manages $304 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, MICHELS FAMILY FINANCIAL, LLC serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,267
Discretionary Accounts: 1,267
Regulatory Filings
CRD Number: 319311
Filing ID: 1928670
Last Filing Date: 2025-03-19 15:06:00
Website: https://michelsfamilyfinancial.com