626 Financial, LLC
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 306474
- Registered since
- January 22, 2021
- Website
- www.626financial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.09%
- Individuals26.05%
- Pension & Profit Sharing Plans0.81%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
626 Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is individually owned and serves primarily individual and family clients on a fee‑based model charging a percentage of assets under management. Its stated advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, along with pension consulting services. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Other1%
Contacts
3 of 5
Thomas Anderton
Managing DirectorCRD 4972508
Ryan Howard
Wealth AdvisorCRD 5704424
Karen Morse
Client Care ManagerCRD 2200990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$161M in ETFs
84%
$135M
16%
$26M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US TOTAL DIVIDEND FUND (DTD) | Wisdom Tree | Passive | Large Value | $28.5M | 305,791 | 17.74% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 7950 Moorsbridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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