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Home > Retirement Planners > wisconsin > fort atkinson > COORDINATED CAPITAL SECURITIES, INC.
COORDINATED CAPITAL SECURITIES, INC.
229 S Main Street
Fort Atkinson, Wisconsin 53538
Tel: 608-221-4545
About COORDINATED CAPITAL SECURITIES, INC.
COORDINATED CAPITAL SECURITIES, INC, formally registered with the SEC as COORDINATED CAPITAL SECURITIES, INC. The firm was established in 08/31/2017. They have over 13 offices throughout the country.
COORDINATED CAPITAL SECURITIES, INC. is a Fort Atkinson, Wisconsin based Financial Planning firm with nearly $145,658,614 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 14762 |
| SEC# | 801-111070 |
| Assets Managed by Firm | $145,658,614 |
| No. of Clients | 236 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 236 | $145,658,614 |
| Individuals (other than high net worth individuals) | 197 | $62,238,362 |
| High net worth individuals | 39 | $83,420,252 |
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