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

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