1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FIRST FINANCIAL COACHING, INC.

Map pinMT. CLEMENS, MI
Phone586-463-1880
NotebookSEC #801-128612
Total AUM
$670.6M
Employees
14
Clients
1,512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 SOUTH MAIN ST.
MT. CLEMENS
MI 48043
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
586-463-1880
Other Offices
8

ReceiptFinancials

Total AUM
$670.6M
Accounts
2,977
Discretionary
$0
Accounts
0
Non-Discretionary
$670.6M
Accounts
2,977

ContactClients

View more in analytics →

Individual Clients
1,314
AUM
$287.8M
HNW Individual Clients
186
AUM
$369.7M
Pension/Profit Sharing Plan Clients
12
AUM
$13.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationOther Services
Other Services
FINANCIAL ANALYSIS
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
SOLICITORS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLGAHIIDILINKYLAMAMDMIMNMONCNYOHPASCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account