YOUR RETIREMENT COACH - Financial Advisor in Georgia, Marietta

Tel: 770.427.5227 61 Atlanta Street Se Marietta, Georgia 30060

About YOUR RETIREMENT COACH

YOUR RETIREMENT COACH is a Marietta, Georgia based financial advisory firm with nearly $377,067,797 in assets under management and provides investment advisory services for 1460 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

125573

Firm SEC#:

801-96287

Assets Under Management:

$377,067,797

No. of Clients:

1460

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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135958

801-66563

676

$1,583,450,503

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281782

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$1,147,123,280

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$253,549,812

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150555

801-118667

639

$249,725,000

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282635

801-122063

1473

$203,057,268

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839

$164,172,439

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693

$144,405,158

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