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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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