PPrivate Fund Data Log in Join · $37/mo

626 Financial, LLC

● SEC registered since 2021CRD 306474SEC# 801-120219Portage, MI
Export (members)
Reg. AUM
$326.4M
Employees
5
Accounts
1,179
Location
Portage, MI

626 Financial, LLC assets under management

626 Financial, LLC operates as an SEC-registered investment adviser based in Portage, MI. The firm has been registered since 2021. It reports $326.4 million in regulatory assets under management and employs 5 people.
www.626financial.comView on SEC.gov ↗

626 Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brant Shrimplin ControlManaging Member / Managing Director50-75%2020
Thomas William Anderton ControlManaging Member / Managing Director And Chief Compliance Officer50-75%2020

Frequently asked questions

How much does 626 Financial, LLC manage?

626 Financial, LLC reports $326.4 million in regulatory assets under management on its Form ADV.

How many employees does 626 Financial, LLC have?

626 Financial, LLC reports 5 employees.

Where is 626 Financial, LLC located?

626 Financial, LLC is based in Portage, MI and has been SEC-registered since 2021.

Does 626 Financial, LLC disclose fund performance?

626 Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7950 Moorsbridge Road, Suite 104, Portage, MI 49024
Phone(269) 321-5040
Fax(269) 585-6059
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1911035
Discloses disciplinary historyNo

Assets under management

Discretionary$324.6M
Non-discretionary$1.8M
Total (RAUM)$326.4M