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THE FINANCIAL COACHING GROUP, INC.
CRD 150371
23332 MILL CREEK DRIVE, SUITE 105, LAGUNA HILLS, CA, 92653, United States
Phone
949-600-6060
Fax
949-600-6061
Registration
— (—)
Source
State registered
Total AUM
$28.0M
Discretionary AUM
$4.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $19.6M |
| High net worth individuals | 4 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD