CRD: 150371
THE Financial Coaching Group, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2009
- Office Locations
- 1
Office Locations
About THE Financial Coaching Group, Inc.
The Financial Coaching Group is an independent fiduciary advisory firm in Laguna Hills, CA serving individuals with integrated retirement and income planning, investment management, and support for tax and estate strategies, plus insurance planning (life, annuities, long-term care). The team emphasizes data-driven investing and uses a technology platform to deliver scalable, collaborative client advice; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARLENE STOKES
Investment Advisor, VICE PRESIDENT
- CRD
- #6656192
- Ownership
- 50% but less than 75%
MICHAEL LEWIS STOKES
Chief Compliance Officer, President
- CRD
- #5500990
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,195,659 | -- |
| Non-Discretionary | $23,793,440 | -- |
| Total | $27,989,099 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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