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MY FINANCIAL COACH, LLC
MY FINANCIAL COACH, LLC is a registered investment advisor offering financial planning and asset management services to retail and mass-affluent clients.
MY FINANCIAL COACH, LLC
MY FINANCIAL COACH, LLC is an SEC-registered investment adviser in MIDLAND, MI. The firm manages approximately $54 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
Who runs investment decisions at MY FINANCIAL COACH, LLC?
No named principals have been publicly identified. The firm is registered as an RIA, so investment decisions are made by its registered investment adviser representatives, whose identities are not disclosed in public filings beyond regulatory form ADV.
How does MY FINANCIAL COACH, LLC source proprietary deal flow?
The firm does not appear to source proprietary deals. It operates as a retail-focused RIA, likely using publicly available investment products such as mutual funds, ETFs, and separately managed accounts rather than direct private-market transactions.
Is MY FINANCIAL COACH, LLC structured as a single family office or does it operate more like a venture firm?
It is neither. The firm is an SEC-registered investment advisor serving a broad retail and mass-affluent client base, not a family office or venture capital firm. Its structure is typical of independent RIAs focused on financial planning.
Does MY FINANCIAL COACH, LLC participate in fund commitments or only direct deals?
There is no public evidence of fund commitments or direct investment deals. The firm's RIA model suggests it facilitates client investments through third-party vehicles rather than committing institutional capital.
What investment stages does MY FINANCIAL COACH, LLC typically target?
The firm's investment stages are not disclosed. As a retail-oriented RIA, it likely focuses on liquid public-market securities across growth and value stages appropriate for individual client portfolios.
Which sectors does MY FINANCIAL COACH, LLC explicitly avoid?
No sector avoidances have been publicly stated. The firm's investment approach is not disclosed in sufficient detail to identify any exclusions.
Where does the underlying wealth come from for MY FINANCIAL COACH, LLC clients?
The firm serves retail and mass-affluent clients whose wealth originates from personal savings, salaries, and family assets. The firm itself does not own investment capital; it manages client assets on a discretionary or non-discretionary basis.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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