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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| Michels, Nicholas, Eugene | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
6000 WESTERN PLACE, SUITE 380FORT WORTH, TX 76107
United States
Phone: 817-719-9999