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Building 2COORDINATED WEALTH MANAGEMENT, L.L.C.

Map pinHENDERSONVILLE, TN
Phone615-369-0738
NotebookSEC #801-132227
Total AUM
$113.9M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 BLUEGRASS COMMONS BOULEVARD
SUITE 2390
HENDERSONVILLE
TN 37075
United States
Operating Hours
8-5
Monday - Friday
Phone
615-369-0738
Other Offices
1

ReceiptFinancials

Total AUM
$113.9M
Accounts
207
Discretionary
$113.9M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$20.8M
HNW Individual Clients
27
AUM
$91.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
KYLATN

HandshakeAffiliates

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

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