Michael Coleman, Ph.d

Michael Coleman, Ph.d (CRD# 117034) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $79,146,359 in 565 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $140,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Michael Coleman, Ph.d
Showing 1 - 1 of 1 top financial advisors.
1
Michael D. Coleman
CRD#: 1406420
2124 Main Street, Suite 170, Huntington Beach, CA 92648
93
Wealthminder
score

Michael Coleman (CRD# 1406420) is an Investment Advisor Representative working at Michael Coleman, Ph.d in Huntington Beach, CA and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.