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MY FINANCIAL COACH, LLC
CRD 290344
3320 RIDGECREST ROAD, SUITE 300, MIDLAND, MI, 48642, United States
Phone
(989) 239-5189
Fax
(877) 475-5172
Registration
— (—)
Source
State registered
Total AUM
$54.1M
Discretionary AUM
$54.1M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $22.9M |
| High net worth individuals | 14 | $31.2M |
| Corporations/business entities | 2 | — |
All web addresses on file
Official SEC filing: View on IAPD