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MY Financial Coach, LLC

MY Financial Coach, LLC. CRD 290344

M

CRD: 290344

MY Financial Coach, LLC

Midland, MI, 48642
9892395189
$54.1M Total AUM
$54.1M Disc. AUM
-- 3Y CAGR
3 Employees
128 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
01-03-2018
Office Locations
1

Office Locations

3320 Ridgecrest Road Suite 300 Midland MI

About MY Financial Coach, LLC

MY Financial Coach, LLC is a Midland-based RIA. The firm has been operating for 8 years. Managing $54.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Financial Planning, Insurance, Investment Planning.

Team overview

-- AVG AGE
$18.0M AVG AUM / ADVISOR
$422.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

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Accredited Investors

Glacier crest

Asset Classes

Ridge North

Investment Themes

Element Foundation

Investment Vehicles

Horizon foundation

Services

Harbor Prime Ridge ember Unison Matrix

Owner & Executives

B

Bruce Hallen Beckett

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6867322
Ownership
50% but less than 75%
(642) 877-6981
optima.ember@fusioncapital.com
in linkedin.com/in/eagle-capital
M

Mark Edward Fetterolf

Co-founder, Financial Advisor, Founder

CRD
#5903834
Ownership
50% but less than 75%
(669) 938-5301
meridian.atlas@capitalcapital.com
in linkedin.com/in/ember-foundation

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Contacts

R

Richard Anderson Arbury

Portfolio Manager

CRD
#7334891
(721) 330-1138
matrix.north@elementcapital.com
in linkedin.com/in/value-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,085,022 --
Non-Discretionary $0 --
Total $54,085,022 --

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Separately Managed Accounts

Total SMA Asset: $54,085,022

$54.1M Total SMA
Public Funds:
14.3%
Equity - Exchange:
13.4%
U.S. Government/Agency:
9.5%
Cash:
17.3%
Corporate - Investment Grade:
14.0%
Corporate - Non-Investment Grade:
15.8%
Municipal Bonds:
15.7%
Asset class Assets Assets %
Public Funds $1,251,727,775 14.3%
Equity - Exchange $1,172,947,705 13.4%
U.S. Government/Agency $831,567,403 9.5%
Cash $1,514,328,008 17.3%
Corporate - Investment Grade $1,225,467,752 14.0%
Corporate - Non-Investment Grade $1,383,027,891 15.8%
Municipal Bonds $1,374,274,550 15.7%
Total $8,753,341,084 100.0%

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