Updated:
Michels Family Financial
Michels Family Financial, LLC is an SEC-registered investment adviser in Fort Worth, TX, registered since 2022. The firm manages approximately $348 million...
Overview
Michels Family Financial, LLC is an SEC-registered investment adviser in Fort Worth, TX, registered since 2022. The firm manages approximately $348 million in regulatory assets. It has 8 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
New York, NY, United States
Principals
Patricia Michels
Managing Member
Frequently asked questions
Does Michels Family Financial invest directly or through funds?
The firm is known to invest directly and through co-investments, as typical for family offices of its scale. It also allocates to fund vehicles across asset classes (per public profiles).
What investment sectors or asset classes does Michels Family Financial focus on?
The office diversifies across equities, fixed income, real estate, and alternative investments. No specific sector concentration is publicly disclosed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Michels Family Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.