Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > west chester > FINANCIAL COACH
FINANCIAL COACH
940 E. Boot Rd.
Suite 101
West Chester, Pennsylvania 19380
Tel: 484-887-0452
About FINANCIAL COACH
FINANCIAL COACH, formally registered with the SEC as FINANCIAL COACH. The firm was established in 02/26/2015. They have over 1 offices throughout the country.
FINANCIAL COACH is a West Chester, Pennsylvania based Financial Planning firm with nearly $346,775,812 assets under management, offering retirement planning & investment advisory services to 717 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170478 |
| SEC# | 801-81042 |
| Assets Managed by Firm | $346,775,812 |
| No. of Clients | 717 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 717 | $346,775,812 |
| Individuals (other than high net worth individuals) | 160 | $98,500,608 |
| High net worth individuals | 78 | $248,275,204 |
More Retirement Planning firms in West Chester, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in West Chester, Pennsylvania