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Building 2COORDINATED CAPITAL SECURITIES, INC.

Map pinFORT ATKINSON, WI
Phone608-221-4545
NotebookSEC #801-111070
Total AUM
$159.9M
Employees
38
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
229 S MAIN STREET
FORT ATKINSON
WI 53538
United States
Operating Hours
8:30 AM - 4:00PM
Monday - Friday
Phone
608-221-4545
Other Offices
10

ReceiptFinancials

Total AUM
$159.9M
Accounts
248
Discretionary
$78.2M
Accounts
117
Non-Discretionary
$81.7M
Accounts
131

ContactClients

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Individual Clients
205
AUM
$65.5M
HNW Individual Clients
43
AUM
$94.4M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLINKYMINCNVOHORPASCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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