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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