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THE PERSONAL WEALTH COACH
918 North Main Street
Salado, Texas 76571
Tel: 254-947-1111
About THE PERSONAL WEALTH COACH
THE PERSONAL WEALTH COACH, formally registered with the SEC as THE PERSONAL WEALTH COACH. The firm was established in 07/27/2007. They have over 1 offices throughout the country.
THE PERSONAL WEALTH COACH is a Salado, Texas based Financial Planning firm with nearly $200,409,267 assets under management, offering retirement planning & investment advisory services to 823 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144588 |
| SEC# | 801-68174 |
| Assets Managed by Firm | $200,409,267 |
| No. of Clients | 823 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 823 | $200,409,267 |
| Individuals (other than high net worth individuals) | 224 | $156,130,458 |
| High net worth individuals | 7 | $40,284,136 |
| Corporations or other businesses | 3 | $3,994,673 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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| $118,041,119,970 | 827 | 319 |
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