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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERTON, THOMAS, WILLIAM | I | MANAGING MEMBER / MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | Control |
| SHRIMPLIN, BRANT | I | MANAGING MEMBER / MANAGING DIRECTOR | D | 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 ROADSUITE 104
PORTAGE, MI 49024
United States
Phone: (269) 321-5040