|
⚲
|
| Michels Family Financial LLC
✚
|
|
|---|---|
| CRD # | 319311 |
| SEC # | 801-125881 |
| CIK # | 0002053733 |
| AUM | $303.5 M (2025-03-19) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 817-719-9999 |
| Address | 6000 Western Place, Suite 380 Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 3.3 | ||
| Facebook Inc | 1.9 | ||
| Chevron Corp | 1.6 | ||
| Ford Motor Co | 1.3 | ||
| Coach Inc | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Citigroup Inc | 1.2 | ||
| Altria Group Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 124.6 |
| (b) Individuals (high net worth individuals) | 72 | 178.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,267 | 303.5 |
| By Discretionary | ||
| Discretionary | 1,267 | 303.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,267 | 303.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.5 | |
| Total | 1,267 | 303.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053733] |
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|---|---|---|
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Kellett Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Lagoda Investment Management LP
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|
NY | 0.3 |
|
Cultivar Capital Inc
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TX | 0.3 |
|
Strait & Sound Wealth Management LLC
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0.3 | |
|
Two Point Capital Management Inc
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|
AJ Advisors LLC
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|
TN | 0.3 |
|
Joseph P Lucia & Associates LLC
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NY | 0.3 |
|
Bourne Lent Asset Management Inc
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|
NY | 0.3 |
|
VB&T Wealth Management LLC
✚
|
AZ | 0.3 |