Financial Coach

CRD 170478 · West Chester, PA · $397.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170478
SEC number: 801-81042
Firm type: RIA
Assets under management: $397.3M as of Mar 18, 2026
Website: twitter.com/FINCOACHGROUP ↗
Phone: 484-887-0452
Address: 940 E. Boot Rd., West Chester, PA, 19380

Advisors at this firm

5 in our index · page 1 of 1

Kevin JaniecCRD 6223847 · West Chester, PA

IA RegisteredRegistration inactive
Jeffrey Nmn MastronardoCRD 4062720 · West Chester, PA

IA RegisteredRegistration inactive
Owen Francis MulhernCRD 4292082 · West Chester, PA

IA RegisteredRegistration inactive
Meghan Theresa TaitCRD 6159712 · West Chester, PA

IA RegisteredRegistration inactive
Michael Brian TraynorCRD 2194135 · West Chester, PA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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