FAMILY WEALTH COACHING, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 290736
- Custodians
- E*TRADE SECURITIES LLC, TRUST COMPANY OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Family Wealth Coaching, LLC is a limited liability company that operates primarily as a law firm while also providing advisory services. The firm focuses on selecting other advisers and conducting educational seminars and workshops for its clients. Family Wealth Coaching caters to individuals and families, employing a fee structure that includes a percentage of assets under management as well as fixed fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Aaron Miller
CCO, Managing MemberCRD 6877862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 1400 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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