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Thomas William Anderton

626 FINANCIAL, LLC·PORTAGE, Michigan
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7950 MOORSBRIDGE ROAD, PORTAGE, MI 49024CRD# 4972508Firm CRD# 306474
01

About

Thomas William Anderton is a registered financial advisor based in PORTAGE, Michigan, affiliated with 626 FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
626 FINANCIAL, LLC
626 FINANCIAL, LLC
AUM
$287M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 626 FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4972508
Firm CRD# 306474
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas William Anderton offer?
Thomas William Anderton specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTAGE, Michigan for a consultation.
What are Thomas William Anderton's credentials?
Thomas William Anderton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Anderton located?
Thomas William Anderton is based in PORTAGE, Michigan, working with 626 FINANCIAL, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Thomas William Anderton charge for services?
Thomas William Anderton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 626 FINANCIAL, LLC?
626 FINANCIAL, LLC has approximately 5 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in MichiganNational Fee Analysis
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