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Coordinated Capital Securities, Inc.

Tel: 608-221-4545
704 Riverplace Commerce Center Iii

Madison, Wisconsin  53716

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Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc. is a Madison, Wisconsin based financial advisory firm with nearly $$222,212,129 in assets under management and provides investment advisory services for 472 clients. There are currently 56 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Fixed fees, Commision Based

Firm CRD#:

14762

SEC#:

801-111070

No. of Clients:

472

Assets under Management

$222,212,129

No. of Advisors:

56

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