MY FINANCIAL COACH, LLC

MY FINANCIAL COACH, LLC of MIDLAND, MI is an SEC-registered investment adviser (CRD 290344). Regulatory assets under management: $54.1M.

Registration

• CRD: 290344
• Type: Registered investment adviser
• Location: 3320 RIDGECREST ROAD, MIDLAND, MI, 48642
• Phone: (989) 239-5189
• Latest filing: 2026-02-25
• Regulatory AUM: $54.1M
• Discretionary AUM: $54.1M
• Clients: 3
• Accounts: 379

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search