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FINANCIAL COACH
FC ADVISORY, LLC
CRD 170478 · SEC 801-81042
940 E. BOOT RD., SUITE 101, WEST CHESTER, PA, 19380, United States
Phone
484-887-0452
Fax
484-887-0629
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.3M
Discretionary AUM
$397.2M
Team
7 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $112.5M |
| High net worth individuals | 81 | $284.9M |
States served
DE, MD, NJ, PA, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/FINCOACHGROUP
- HTTP://WWW.FINANCIALCOACHGROUP.COM
- HTTPS://WWW.FACEBOOK.COM/FINANCIALCOACHGROUP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FINANCIALCOACH
- HTTPS://WWW.THENEWWEALTHPROJECT.COM
- https://www.facebook.com/newwealthproject/
- https://www.instagram.com/newwealthproject/
- https://www.linkedin.com/company/new-wealth-project
- https://twitter.com/newwealthpro
Official SEC filing: View on IAPD