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Building 2626 FINANCIAL, LLC

Map pinPORTAGE, MI
Phone(269) 321-5040
NotebookSEC #801-120219
Total AUM
$379.6M
Employees
5
Clients
454

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7950 MOORSBRIDGE ROAD
SUITE 104
PORTAGE
MI 49024
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(269) 321-5040
Other Offices
1

ReceiptFinancials

Total AUM
$379.6M
Accounts
1,270
Discretionary
$376.5M
Accounts
1,266
Non-Discretionary
$3.1M
Accounts
4

ContactClients

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Individual Clients
329
AUM
$98.9M
HNW Individual Clients
122
AUM
$277.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Charitable Organization Clients
1
AUM
$180.2K
Corporation or Business Clients
1
AUM
$15.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMINHORSCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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