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626 FINANCIAL, LLC
CRD 306474 · SEC 801-120219
7950 MOORSBRIDGE ROAD, SUITE 104, PORTAGE, MI, 49024, United States
Phone
(269) 321-5040
Fax
(269) 585-6059
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.6M
Discretionary AUM
$376.5M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $98.9M |
| High net worth individuals | 122 | $277.5M |
States served
AZ, CA, IL, LA, MI, OR, SC, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD