# Financial Coach

Financial Coach is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/financialcoach

## Regulatory record

- **CRD number:** 170478
- **SEC file number:** 801-81042
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170478

## About

FINANCIAL COACH is an SEC-registered investment adviser in WEST CHESTER, PA, registered since 2015. The firm manages $397 million in regulatory assets under management on a discretionary basis. It has 7 employees and 5 investment advisers.

## Questions

### Who runs Financial Coach?

No named principal or executive is publicly available. The firm is not associated with a recognizable figure in financial media or regulatory filings that name an individual.

### What is Financial Coach's investment philosophy?

No investment philosophy or strategy is publicly documented for Financial Coach.

### Where is Financial Coach headquartered?

No headquarters address is available through public databases or the firm's own materials.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/financial-coach

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