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COORDINATED FINANCIAL SERVICES, INC.
Tel: 303-770-5401
4643 S. Ulster St., Suite 960 Denver, Colorado 80237
COORDINATED FINANCIAL SERVICES, INC.
COORDINATED FINANCIAL SERVICES, INC. is a Denver, Colorado based financial advisory firm with nearly $318,092,824 in assets under management and provides investment advisory services for 701 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
147881
SEC#:
801-121435
No. of Clients:
701
Assets under Management
$318,092,824
No. of Advisors:
4
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