FIRST FINANCIAL COACHING, INC.
Adviser information for FIRST FINANCIAL COACHING, INC. last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1,832 | $254.7M |
| Total | 1,832 | $254.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 835 | $205.4M |
| HNW Individuals | 20 | $38.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $11.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Selection of other advisers (including private fund managers)Educational seminars/workshopsFINANCIAL ANALYSIS |
|---|---|
| Compensation | Fixed feesSOLICITORS FEES |
Identifiers
| SEC RIA File Number | 801-128612 |
|---|---|
| SEC ERA File Number | 801-128612 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152070 |
| Legal Entity Identifier | None |
Principal Office
144 SOUTH MAIN ST.MT. CLEMENS
MI
United States
Monday - Friday, 9:00 AM - 4:30 PM
Tel: 586-463-1880, Fax: 586-463-1892
Chief Compliance Officer
JEFFREY C. FUREST
PRESIDENT
144 SOUTH MAIN STREET
MT. CLEMENS
MI
United States
Tel:
586-463-1880
Fax:
586-463-1892
J**********@**********************M
(Full email address available in API data)
Regulatory Contact
MICHAEL SARCHECK
VICE PRESIDENT
144 SOUTH MAIN STREET
MT. CLEMENS
MI
United States
Tel:
586-463-1880
Fax:
586-463-1892
M***********@**********************M
(Full email address available in API data)
Industry Affiliates
| FIRST FINANCIAL SERVICES OF MI (DBA) | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FUREST, JEFFREY, CURTIS | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2009 | 50-75% |
| SARCHECK, MICHAEL, NORMAN | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2010 | 50-75% |