Reps Francis Michael is a mid-sized advisory firm based in Bellingham. It manages $61.71 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.
Reps Francis Michael provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reps Francis Michael is $61.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Reps Francis Michael for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Reps Francis Michael performs its advisory services is located at 218 Hawthorn Road, Bellingham, WA 98225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 360-671-0068 or by fax 360-671-7778. The normal business hours are 6:30am-3:30pm on Monday - Friday.