Overview
Assets Under Management: $347 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 717
Discretionary Accounts: 717
Regulatory Filings
CRD Number: 170478
Last Filing Date: 2025-01-15 00:00:00
Website: https://financialcoachgroup.com