Financial Coach
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 170478
- Registered since
- February 26, 2015
- Website
- financialcoachgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.7%
- Individuals28.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Coach is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm is owner-operated and primarily serves individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its client billing mix includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator and does not identify as an active ESG investor or 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 Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Rebecca Mulhern
Chief Compliance OfficerCRD 5897778
Contacts
3 of 5
Owen Mulhern
Partner, Senior AdvisorCRD 4292082
Jeffrey Mastronardo
Partner, Senior Wealth AdvisorCRD 4062720
Meghan Tait
Financial CoachCRD 6159712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$383M in ETFs
95%
$362M
<1%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $43.1M | 465,370 | 11.26% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 940 E Boot Rd
- Time zone
- ET (UTC-5)
- Office locations
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