COORDINATED FINANCIAL PLANNING CORP
SEC Form ADV profile.
Total regulatory AUM
$343,168,985
Discretionary
$337,113,785
Non-discretionary
$6,055,200
Firm details
- CRD number
- 105143
- SEC file number
- 801-19769
- Main office
- CINCINNATI, OH, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.