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| Coordinated Capital Securities Inc
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| |
|---|---|
| CRD # | 14762 |
| SEC # | 801-111070 |
| CIK # | 0000737844 |
| AUM | $145.7 MM (2024-06-28) |
| Employees | 45 (44% Investors, 91% Brokers) |
| Phone | 608-221-4545 |
| Address | 229 S Main Street Fort Atkinson, WI 53538 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 62.2 |
| (b) Individuals (high net worth individuals) | 39 | 83.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 145.7 |
| By Discretionary | ||
| Discretionary | 105 | 71.9 |
| Non-Discretionary | 131 | 73.8 |
| Total | 236 | 145.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.7 | |
| Total | 236 | 145.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M E Allison & Co Inc
✚
|
TX | 0.1 |
|
Clarity Wealth Management LLC
✚
|
AZ | 0.1 |
|
Naples Money Management LLC
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|
FL | 0.1 |
|
Outfitter Financial LLC
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|
ME | 0.1 |
|
Millennial Wealth LLC
✚
|
WA | 0.1 |
|
ERISA Advisers Inc
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|
TN | 0.1 |
|
Connected Wealth Solutions LLC
✚
|
OR | 0.1 |
|
Cross State Financial Group LLC
✚
|
NM | 0.1 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.1 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.1 |