626 FINANCIAL, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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