COORDINATED CAPITAL SECURITIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$136,837,741
Discretionary
$84,213,190
Non-discretionary
$52,624,551
Firm details
- CRD number
- 14762
- SEC file number
- 801-111070
- Main office
- FORT ATKINSON, WI, United States
- Employees
- 31
- SEC status
- Approved
- Website
- HTTPS://WWW.MDRESSMANCPA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.