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Home > Retirement Planners > colorado > denver > COORDINATED FINANCIAL SERVICES, INC.
COORDINATED FINANCIAL SERVICES, INC.
4643 S. Ulster St., Suite 960
Denver, Colorado 80237
Tel: 303-770-5401
About COORDINATED FINANCIAL SERVICES, INC.
COORDINATED FINANCIAL SERVICES, INC, formally registered with the SEC as COORDINATED FINANCIAL SERVICES, INC. The firm was established in 06/07/2021. They have over 1 offices throughout the country.
COORDINATED FINANCIAL SERVICES, INC. is a Denver, Colorado based Financial Planning firm with nearly $318,092,824 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147881 |
| SEC# | 801-121435 |
| Assets Managed by Firm | $318,092,824 |
| No. of Clients | 701 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 701 | $318,092,824 |
| Individuals (other than high net worth individuals) | 217 | $86,372,225 |
| High net worth individuals | 95 | $231,720,599 |
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