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626 FINANCIAL, LLC

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

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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

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

Firm CRD#:

306474

SEC#:

801-120219

No. of Clients:

1179

Assets under Management

$326,426,686

No. of Advisors:

5

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