Your Coach For Financial Harmony, LLC

Your Coach For Financial Harmony, LLC (CRD# 152753) is a financial advisory firm headquartered in Eagle, ID. They manage $1,642,731 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $102,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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, ID

Financial Advisors at Your Coach For Financial Harmony, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas G. Jones
CRD#: 261062
Eagle, ID
96
Wealthminder
score

Douglas Jones (CRD# 261062) is an Investment Advisor Representative working at Your Coach For Financial Harmony, LLC in Eagle, ID and has over 26 years of experience in the finance industry.

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