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626 FINANCIAL, LLC
626 FINANCIAL, LLC
PORTAGE, Michigan
·
2 registered advisors
·
CRD# 306474
SEC# 801-120219
0
(269) 321-5040
01
Firm Overview
AUM
$287M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at 626 FINANCIAL, LLC
2 registered advisors
Brant Shrimplin
PORTAGE, Michigan
CRD# 4620977
Thomas William Anderton
PORTAGE, Michigan
CRD# 4972508
05
Office Locations
PORTAGE, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. 626 FINANCIAL, LLC (CRD# 306474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.