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- Custodian
- BNY Mellon · Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-04-2011
- Office Locations
- 1
Office Locations
About Savings Coach, LLC
Savings Coach, LLC is a boutique, family-run RIA helping individuals and families with goal-based retirement and wealth planning. The team provides financial planning, discretionary investment management, and tax preparation, with support for wealth transfer and college funding (including a free college money report) plus speaking engagements. Portfolios skew heavily to ETFs and the firm uses tools such as eMoney and Blueleaf, with custody relationships including Schwab.
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Owner & Executives
ADAM JOHN FUNK
Certified Financial Planner, Managing Member
- CRD
- #4515646
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua M Miller
--
- CRD
- #7443183
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,790,363 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,790,363 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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