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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