MICHELS FAMILY FINANCIAL, LLC
CRD #319311 SEC #801-125881 FORT WORTH, TX 817-719-9999
SEC Registered
Total AUM
$303.5M
Discretionary
$303.5M
Employees
8
Clients
251
Accounts
1,267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $303.5M | $303.5M | $0 | 8 | 0 |
| Feb 2024 | $242.6M | $242.6M | $0 | 5 | 0 |
| Apr 2023 | $138.8M | $138.8M | $0 | 4 | 0 |
| Feb 2023 | $138.8M | $138.8M | $0 | 4 | 0 |
| Oct 2022 | $118.2M | $118.2M | $0 | 4 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$303.5M
Discretionary$303.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0