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| Keyboard |
| Coordinated Capital Securities Inc
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|---|---|
| CRD # | 14762 |
| SEC # | 801-111070 |
| CIK # | 0000737844 |
| AUM | 136.8 M (2026-06-25) |
| Employees | 31 (48% Investors, 100% Brokers) |
| Phone | 608-221-4545 |
| Address | 229 S Main Street Fort Atkinson, WI 53538 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 49.1 |
| (b) Individuals (high net worth individuals) | 39 | 87.8 |
| (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 | 186 | 136.8 |
| By Discretionary | ||
| Discretionary | 102 | 84.2 |
| Non-Discretionary | 84 | 52.6 |
| Total | 186 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 186 | 136.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global Brokerage Services Inc
✚
|
MD | 137.3 M |
|
Jaras Financial Services Inc
✚
|
137.2 M | |
|
Directional Asset Management LLC
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|
IL | 136.9 M |
|
ORBA Wealth Advisors LLC
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IL | 136.9 M |
|
PVA Financial LLC
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136.9 M | |
|
Norton Capital Management Inc
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|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
✚
|
OH | 136.5 M |
|
Bridgelight Capital LLC
✚
|
AZ | 136.4 M |
|
MFT Wealth Management Inc
✚
|
136.3 M | |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 136.3 M |