FIRST FINANCIAL COACHING, INC.
Firm details
- Headquarters
- MOUNT CLEMENS, Michigan
- CRD number
- 152070
- Registered since
- August 30, 2023
- Website
- firstfinancialcoach.com
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI55.12%
- Individuals42.92%
- Pension & Profit Sharing Plans1.96%
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
First Financial Coaching, Inc. is a corporate advisory firm registered with the SEC in 2023 and owned by an individual. The firm serves both individual & family clients and institutional investors and operates as a capital allocator that selects outside managers. Its advisory services emphasize selection of other advisers and delivery of educational seminars and workshops. Fee arrangements are described as fixed fees plus other fee types. The firm is not identified as an active ESG investor and does not report multi‑state adviser status or pension consulting services.
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%
Owners & executives
1 of 1JAMIE SMITH
Chief Executive Officer & Managing PartnerCRD 5775733
Contacts
3 of 13MICHAEL SARCHECK
Vice PresidentCRD 3062808
JANET HARRINGTON
Investment Advisor RepresentativeCRD 3066364
MAYO FITZHUGH
Investment Adviser RepresentativeCRD 5585515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT CLEMENS, MI
MACOMB
Location
MOUNT CLEMENS, MI
Headquartered in MOUNT CLEMENS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- MACOMB
- Address
- 144 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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