RIA Intelligence

626 FINANCIAL, LLC

CRD #306474 SEC #801-120219 PORTAGE, MI (269) 321-5040
SEC Registered
Total AUM
$326.4M
Discretionary
$324.6M
Employees
5
Clients
25
Accounts
1,179

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
ANDERTON, THOMAS, WILLIAMIMANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control
SHRIMPLIN, BRANTIMANAGING MEMBER / MANAGING DIRECTORD Control

Registrations

Federal

IA
Jun 26, 2025 REGISTERED

Notice Filings (11)

AZ CA FL IL LA MI NH OR SC TX WI

Address

7950 MOORSBRIDGE ROAD
SUITE 104
PORTAGE, MI 49024
United States
Phone: (269) 321-5040