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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $326.4M | $324.6M | $1.8M | 5 | 0 |
| Mar 2025 | $326.4M | $324.6M | $1.8M | 5 | 0 |
| Mar 2024 | $287.2M | $285.8M | $1.4M | 5 | 0 |
| Mar 2023 | $261M | $259.9M | $1.1M | 5 | 0 |
| Feb 2023 | $291.8M | $290.8M | $996K | 6 | 0 |
| Apr 2022 | $291.8M | $290.8M | $996K | 6 | 0 |
| Mar 2022 | $291.8M | $290.8M | $996K | 6 | 0 |
| Feb 2022 | $291.8M | $290.8M | $996K | 6 | 0 |
| Nov 2021 | $115M | $115M | $0 | 5 | 0 |
| Oct 2021 | $115M | $115M | $0 | 5 | 0 |
| Oct 2021 | $115M | $115M | $0 | 5 | 0 |
| May 2021 | $115M | $115M | $0 | 5 | 0 |
| May 2021 | $115M | $115M | $0 | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
| Mar 2021 | $0 | $0 | $0 | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$326.4M
Discretionary$324.6M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2025
Total AUM$326.4M
Discretionary$324.6M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2024
Total AUM$287.2M
Discretionary$285.8M
Non-Disc.$1.4M
Employees5
Clients0
DateMar 2023
Total AUM$261M
Discretionary$259.9M
Non-Disc.$1.1M
Employees5
Clients0
DateFeb 2023
Total AUM$291.8M
Discretionary$290.8M
Non-Disc.$996K
Employees6
Clients0
DateApr 2022
Total AUM$291.8M
Discretionary$290.8M
Non-Disc.$996K
Employees6
Clients0
DateMar 2022
Total AUM$291.8M
Discretionary$290.8M
Non-Disc.$996K
Employees6
Clients0
DateFeb 2022
Total AUM$291.8M
Discretionary$290.8M
Non-Disc.$996K
Employees6
Clients0
DateNov 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0