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Home > Retirement Planners > michigan > mt clemens > FIRST FINANCIAL COACHING, INC.
FIRST FINANCIAL COACHING, INC.
144 South Main St.
Mt. Clemens, Michigan 48043
Tel: 586-463-1880
About FIRST FINANCIAL COACHING, INC.
FIRST FINANCIAL COACHING, INC, formally registered with the SEC as FIRST FINANCIAL COACHING, INC. The firm was established in 08/30/2023. They have over 5 offices throughout the country.
FIRST FINANCIAL COACHING, INC. is a Mt. Clemens, Michigan based Financial Planning firm with nearly $279,664,257 assets under management, offering retirement planning & investment advisory services to 1877 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152070 |
| SEC# | 801-128612 |
| Assets Managed by Firm | $279,664,257 |
| No. of Clients | 1877 |
| No. of Advisors | 10 |
Fee Structure
- Fixed fees
- Other (SOLICITORS FEES)
Advisory Services Provided
- Selection for other advisors
- Education seminars/workshops
- Other (FINANCIAL ANALYSIS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1877 | $279,664,257 |
| Individuals (other than high net worth individuals) | 812 | $150,828,491 |
| High net worth individuals | 66 | $116,910,280 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,925,486 |
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