YOUR RETIREMENT COACH

61 Atlanta Street Se
Marietta, Georgia 30060
Tel: 770.427.5227

About YOUR RETIREMENT COACH

YOUR RETIREMENT COACH, formally registered with the SEC as YOUR RETIREMENT COACH. The firm was established in 05/29/2015. They have over 1 offices throughout the country.

YOUR RETIREMENT COACH is a Marietta, Georgia based Financial Planning firm with nearly $377,067,797 assets under management, offering retirement planning & investment advisory services to 1460 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125573
SEC#	801-96287
Assets Managed by Firm	$377,067,797
No. of Clients	1460
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1460	$377,067,797
Individuals (other than high net worth individuals)	351	$107,511,593
High net worth individuals	215	$266,707,264
Pension and profit sharing plans	5	$916,813
Charitable organizations	33	$1,345,457
Corporations or other businesses	4	$586,670

More Retirement Planning firms in Marietta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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