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FIRST FINANCIAL COACHING, INC.
CRD 152070 · SEC 801-128612
144 SOUTH MAIN ST., MT. CLEMENS, MI, 48043, United States
Phone
586-463-1880
Fax
586-463-1892
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.6M
Discretionary AUM
$0
Team
14 total employees; 14 advisory reps
Clients
1-10
Fees
Fixed fees; SOLICITORS FEES
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Selection of other advisersEducational seminarsFINANCIAL ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1314 | $287.8M |
| High net worth individuals | 186 | $369.7M |
| Pension/profit sharing plans | 12 | $13.2M |
States served
AZ, CA, DE, GA, ID, IL, IN, KY, LA, MD, MA, MI, MN, NY, NC, OH, PA, SC, TN, VA, WI, MO, WA, TX, HI, FL
All web addresses on file
- https://www.linkedin.com/in/wesley-reed-9319261a?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3Bmnx%2FvQ
- https://www.linkedin.com/in/Scotchie-harrington-45926214
- HTTPS://WWW.FACEBOOK.COM/FIRST-FINANCIAL-SERVICES-OF-MICHIGAN-YOUR-FINANCIAL-COACH-INC-405621826171133/
- https://www.linkedin.com/in/jonathan-furest-rfc%C2%AE-630640a0/
- https://www.linkedin.com/in/mikesarcheck?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BL4eeQ67jSGK%2Bti
- HTTP://WWW.FIRSTFINANCIALCOACH.COM
- https://www.linkedin.com/in/jeffreyfurest?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BxrMJ%2BLKySJSZz
- https://www.linkedin.com/company/first-financial-services-of-michigan/about/
Official SEC filing: View on IAPD