626 FINANCIAL, LLC - Financial Advisor in Michigan, Portage

Tel: (269) 321-5040 7950 Moorsbridge Road Suite 104 Portage, Michigan 49024

About 626 FINANCIAL, LLC

626 FINANCIAL, LLC is a Portage, Michigan based financial advisory firm with nearly $326,426,686 in assets under management and provides investment advisory services for 1179 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

306474

Firm SEC#:

801-120219

Assets Under Management:

$326,426,686

No. of Clients:

1179

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM

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