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Building 2COORDINATED FINANCIAL SERVICES, INC.

Map pinDENVER, CO
Phone303-770-5401
NotebookSEC #801-121435
Total AUM
$427.3M
Employees
4
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4643 S. ULSTER ST., SUITE 960
DENVER
CO 80237
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
303-770-5401

ReceiptFinancials

Total AUM
$427.3M
Accounts
797
Discretionary
$422.1M
Accounts
785
Non-Discretionary
$5.2M
Accounts
12

ContactClients

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Individual Clients
233
AUM
$114.2M
HNW Individual Clients
101
AUM
$309.2M
Investment Advisor Clients
1
AUM
$3.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMNNDNETX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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