626 FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$379,600,318
Discretionary
$376,538,034
Non-discretionary
$3,062,284
Firm details
- CRD number
- 306474
- SEC file number
- 801-120219
- Main office
- PORTAGE, MI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.626financial.com
- Fee structure
-
Percentage of AUM
As of October 2026.