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First Financial Coaching, Inc.

● SEC registered since 2023CRD 152070SEC# 801-128612Mt. Clemens, MI
Export (members)
Reg. AUM
$279.7M
Employees
10
Accounts
1,877
Location
Mt. Clemens, MI

First Financial Coaching, Inc. assets under management

First Financial Coaching, Inc. operates as an SEC-registered investment adviser based in Mt. Clemens, MI. The firm has been registered since 2023. It reports $279.7 million in regulatory assets under management and employs 10 people.
www.firstfinancialcoach.comView on SEC.gov ↗

First Financial Coaching, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Curtis Furest ControlChief Compliance Officer50-75%2009
Michael Norman Sarcheck ControlChief Executive Officer50-75%2010

Frequently asked questions

How much does First Financial Coaching, Inc. manage?

First Financial Coaching, Inc. reports $279.7 million in regulatory assets under management on its Form ADV.

How many employees does First Financial Coaching, Inc. have?

First Financial Coaching, Inc. reports 10 employees.

Where is First Financial Coaching, Inc. located?

First Financial Coaching, Inc. is based in Mt. Clemens, MI and has been SEC-registered since 2023.

Does First Financial Coaching, Inc. disclose fund performance?

First Financial Coaching, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address144 South Main St., Mt. Clemens, MI 48043
Phone586-463-1880
Fax586-463-1892
Office hours9:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$279.7M
Non-discretionary$0
Total (RAUM)$279.7M