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- Custodian
- Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
About THE $ Coach, LLC
THE $ COACH, LLC is a California-registered, fee-only RIA providing financial planning, fee-based asset management, and business consulting. The firm emphasizes unbiased, no-commission advice and practical, action-oriented planning for individuals. Founder Brian Belcastro authored “1, 2, 3... FINANCIAL SUCCESS!!!” and uses a proprietary Consolidated Financial $tatementTM worksheet to organize budgets and net worth.
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Owner & Executives
BRIAN JOSEPH BELCASTRO
Chief Compliance Officer, Managing Member, President
- CRD
- #3178382
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $172,932 | -- |
| Total | $172,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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