MICHELS FAMILY FINANCIAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$348M
Discretionary
$348M
100% of AUM
Avg account
$250K
Accounts
1,391
Employees
8
Advisory reps
2

Firm details

Headquarters
FORT WORTH, Texas
CRD number
319311
Registered since
June 15, 2022
Website
michelsfamilyfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI52.81%
  • Individuals47.19%
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Michels Family Financial, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm focuses on individual and family clients and offers financial planning and pension consulting services. Its fee model combines asset-based fees and fixed fees. The adviser is not positioned as a capital allocator, does not self-identify as an active ESG investor, and is not a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 18%, Private Funds 7%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Other 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities18%
  • Private Funds7%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2

  • Daniel Phillips

    Investment Advisory RepresentativeCRD 1888151

  • Nicholas Michels

    FounderCRD 5646284

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
6000 Western Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth