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COORDINATED FINANCIAL SERVICES, INC.

Tel: 303-770-5401
4643 S. Ulster St., Suite 960
Denver, Colorado  80237

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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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