Modern Wealth Coaching

Modern Wealth Coaching (CRD# 166128) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $14,000,000 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $134,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ

Financial Advisors at Modern Wealth Coaching
Showing 1 - 1 of 1 top financial advisors.
1
Michael Bonfrisco
CRD#: 5709124
1522 Route 38, Cherry Hill, NJ 08002
90
Wealthminder
score

Michael Bonfrisco (CRD# 5709124) is an Investment Advisor Representative working at Modern Wealth Coaching in Cherry Hill, NJ and has over 4 years of experience in the finance industry.

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