FIRST FINANCIAL COACHING, INC.

RIASEC RegisteredEst. 2023
Total AUM
$671M
Discretionary
$0
0% of AUM
Avg account
$225K
Accounts
2,977
Employees
14
Advisory reps
14

Firm details

Headquarters
MOUNT CLEMENS, Michigan
CRD number
152070
Registered since
August 30, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • JAMIE SMITH

    Chief Executive Officer & Managing PartnerCRD 5775733

Contacts

3 of 13
  • MICHAEL SARCHECK

    Vice PresidentCRD 3062808

  • JANET HARRINGTON

    Investment Advisor RepresentativeCRD 3066364

  • MAYO FITZHUGH

    Investment Adviser RepresentativeCRD 5585515

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth