The Financial Coaching Group, Inc.

The Financial Coaching Group, Inc. (CRD# 150371) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $20,723,916 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23046 Avenida De La Carlota, Suite 430, Laguna Hills, CA 92653
https://www.facebook.com/thefinancialcoach/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $150,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Financial Coaching Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Arlene Stokes, financial advisor Laguna Hills CA
Arlene Stokes
CRD#: 6656192
23046 Avenida De La Carlota, Suite 430, Laguna Hills, CA 92653

Arlene Stokes (CRD# 6656192) is an Investment Advisor Representative working at The Financial Coaching Group, Inc. in Laguna Hills, CA and has over 7 years of experience in the finance industry.

2
Michael Stokes, financial advisor Irvine CA
Michael L. Stokes
CRD#: 5500990
100 Spectrum Center Drive, 9th Floor, Irvine, CA 92618

Michael Stokes (CRD# 5500990) is an Investment Advisor Representative working at The Financial Coaching Group, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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