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Home > Retirement Planners > ohio > cincinnati > COORDINATED FINANCIAL PLANNING CORP
COORDINATED FINANCIAL PLANNING CORP
4555 Lake Forest Drive #560
Cincinnati, Ohio 45242
Tel: 513-769-3131
About COORDINATED FINANCIAL PLANNING CORP
COORDINATED FINANCIAL PLANNING CORP, formally registered with the SEC as COORDINATED FINANCIAL PLANNING CORP. The firm was established in 09/19/1983. They have over 1 offices throughout the country.
COORDINATED FINANCIAL PLANNING CORP is a Cincinnati, Ohio based Financial Planning firm with nearly $273,133,547 assets under management, offering retirement planning & investment advisory services to 1640 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105143 |
| SEC# | 801-19769 |
| Assets Managed by Firm | $273,133,547 |
| No. of Clients | 1640 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1640 | $273,133,547 |
| Individuals (other than high net worth individuals) | 290 | $125,284,261 |
| High net worth individuals | 77 | $145,869,968 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,979,318 |
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