Overview
Assets Under Management: $280 million
Headquarters: MT. CLEMENS, MI
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,877
Discretionary Accounts: 1,877
Regulatory Filings
CRD Number: 152070
Filing ID: 1969244
Last Filing Date: 2025-03-27 09:48:00
Website: https://firstfinancialcoach.com