626 Financial, LLC
626 Financial, LLC is an SEC-registered mass-market adviser in Portage, MI with $379.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns 626 Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306474, SEC 801-120219, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $379.6M (2026-02-12)
- Firm type
- Mass-Market Adviser
- Location
- Portage, MI
- Employees
- 5
- Clients
- 451
- CRD
- 306474
- Ownership
- ANDERTON, THOMAS, WILLIAM; SHRIMPLIN, BRANT
How much AUM does 626 Financial, LLC have?
626 Financial, LLC reported $379.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns 626 Financial, LLC?
Disclosed owners and executives of 626 Financial, LLC include ANDERTON, THOMAS, WILLIAM, SHRIMPLIN, BRANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.