Overview
Assets Under Management: $304 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 2
Average Client Assets: $62 million
Services Offered
Services: Financial Planning, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.04
Average High-Net-Worth Client Assets: $62 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