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MICHELS FAMILY FINANCIAL, LLC
CRD 319311 · SEC 801-125881
6000 WESTERN PLACE, SUITE 380, FORT WORTH, TX, 76107, United States
Phone
817-719-9999
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$347.9M
Discretionary AUM
$347.9M
Team
8 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $164.1M |
| High net worth individuals | 67 | $183.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD