DIRECTORY OF REGISTERED ADVISORS
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COORDINATED FINANCIAL PLANNING CORP
Tel: 513-769-3131
4555 Lake Forest Drive #560 Cincinnati, Ohio 45242
COORDINATED FINANCIAL PLANNING CORP
COORDINATED FINANCIAL PLANNING CORP is a Cincinnati, Ohio based financial advisory firm with nearly $273,133,547 in assets under management and provides investment advisory services for 1640 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
105143
SEC#:
801-19769
No. of Clients:
1640
Assets under Management
$273,133,547
No. of Advisors:
5
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