1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MICHELS FAMILY FINANCIAL, LLC

Map pinFORT WORTH, TX
Phone817-719-9999
NotebookSEC #801-125881
Total AUM
$347.9M
Employees
8
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6000 WESTERN PLACE, SUITE 380
FORT WORTH
TX 76107
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
817-719-9999
Other Offices
1

ReceiptFinancials

Total AUM
$347.9M
Accounts
1,391
Discretionary
$347.9M
Accounts
1,391
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
343
AUM
$164.1M
HNW Individual Clients
67
AUM
$183.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account