COORDINATED FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$427,301,352
Discretionary
$422,113,697
Non-discretionary
$5,187,655
Firm details
- CRD number
- 147881
- SEC file number
- 801-121435
- Main office
- DENVER, CO, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.LIFETIME-CAPITAL.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.