626 FINANCIAL, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,086	$285.8M
Non-Discretionary	3	$1.4M
Total	1,089	$287.2M

Clients

Type	Number	RAUM
Individuals	349	$105.6M
HNW Individuals	77	$180.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.4M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$77,959
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	285.8M

Portfolio Manager to Program	Sponsor
626 FINANCIAL WRAP FEE PROGRAM	626 FINANCIAL, LLC

Identifiers

SEC RIA File Number	801-120219
SEC ERA File Number	801-120219
SEC CIK Numbers	1911035
SEC CRD Numbers	306474
Legal Entity Identifier	None

Principal Office

7950 MOORSBRIDGE ROAD
SUITE 104
PORTAGE
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic