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| First Financial Coaching Inc
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|
|---|---|
| CRD # | 152070 |
| SEC # | 801-128612 |
| CIK # | |
| AUM | $670.6 M (2026-05-06) |
| Employees | 14 (100% Investors, 14% Brokers) |
| Phone | 586-463-1880 |
| Address | 144 South Main St Mt Clemens, MI 48043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,314 | 287.8 |
| (b) Individuals (high net worth individuals) | 186 | 369.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 13.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,977 | 670.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,977 | 670.6 |
| Total | 2,977 | 670.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 670.6 | |
| Total | 2,977 | 670.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Daybright Advisory Services Inc
✚
|
FL | 1.0 |
|
RV Kuhns & Associates Inc
✚
|
OR | 0.8 |
|
Investment Performance Services LLC
✚
|
GA | 0.8 |
|
Bridge Capital Advisors
✚
|
TX | 0.7 |
|
Capvisor Associates LLC
✚
|
0.6 | |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
Access Fiduciary Services LLC
✚
|
0.5 | |
|
VERT Asset Management LLC
✚
|
CA | 0.5 |
|
Golden Spark Insights Merchant Banking Group Inc
✚
|
VA | 0.4 |
|
Genesia Investments LLC
✚
|
0.3 |