Overview
Assets Under Management: $318 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Frequently Asked Questions
COORDINATED FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147881), COORDINATED FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
COORDINATED FINANCIAL SERVICES, INC. is headquartered in DENVER, CO.
COORDINATED FINANCIAL SERVICES, INC. serves 95 high-net-worth clients according to their SEC filing dated August 03, 2024. View client details ↓
According to their SEC Form ADV, COORDINATED FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COORDINATED FINANCIAL SERVICES, INC. manages $318 million in client assets according to their SEC filing dated August 03, 2024.
According to their SEC Form ADV, COORDINATED FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 701
Discretionary Accounts: 689
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 147881
Last Filing Date: 2024-08-03 00:00:00
Website: https://cfs-colorado.com