THE FINANCIAL COACHING GROUP, INC.

THE FINANCIAL COACHING GROUP, INC. of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 150371). Regulatory assets under management: $28.0M.

Registration

• CRD: 150371
• Type: Registered investment adviser
• Location: 23332 MILL CREEK DRIVE, LAGUNA HILLS, CA, 92653
• Phone: 949-600-6060
• Latest filing: 2026-03-30
• Regulatory AUM: $28.0M
• Discretionary AUM: $4.2M
• Non-discretionary AUM: $23.8M
• Clients: 3
• Accounts: 179

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search