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Michels Family Financial, LLC

● SEC registered since 2022CRD 319311SEC# 801-125881Fort Worth, TX
Export (members)
Reg. AUM
$303.5M
Employees
8
Accounts
1,267
Location
Fort Worth, TX

Michels Family Financial, LLC assets under management

Michels Family Financial, LLC is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2022. It reports $303.5 million in regulatory assets under management and employs 8 people.

Michels Family Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas Eugene Michels ControlManaging Member, Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Michels Family Financial, LLC manage?

Michels Family Financial, LLC reports $303.5 million in regulatory assets under management on its Form ADV.

How many employees does Michels Family Financial, LLC have?

Michels Family Financial, LLC reports 8 employees.

Where is Michels Family Financial, LLC located?

Michels Family Financial, LLC is based in Fort Worth, TX and has been SEC-registered since 2022.

Does Michels Family Financial, LLC disclose fund performance?

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

Contact & registration

Address6000 Western Place, Suite 380, Fort Worth, TX 76107
Phone817-719-9999
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$303.5M
Non-discretionary$0
Total (RAUM)$303.5M