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Building 2COORDINATED FINANCIAL PLANNING CORP

Map pinCINCINNATI, OH
Phone513-769-3131
NotebookSEC #801-19769
Total AUM
$343.2M
Employees
6
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 LAKE FOREST DRIVE #560
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
513-769-3131

ReceiptFinancials

Total AUM
$343.2M
Accounts
1,179
Discretionary
$337.1M
Accounts
1,131
Non-Discretionary
$6.1M
Accounts
48

ContactClients

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Individual Clients
254
AUM
$110.3M
HNW Individual Clients
113
AUM
$229.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$152.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYNYOHSCTNTX

HandshakeAffiliates

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

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