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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Coordinated Financial Planning Corp
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|---|---|
| CRD # | 105143 |
| SEC # | 801-19769 |
| CIK # | |
| AUM | $289.9 M (2025-04-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 513-769-3131 |
| Address | 4555 Lake Forest Drive 560 Cincinnati, OH 45242 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 126.1 |
| (b) Individuals (high net worth individuals) | 87 | 161.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,602 | 289.9 |
| By Discretionary | ||
| Discretionary | 1,551 | 272.2 |
| Non-Discretionary | 51 | 17.7 |
| Total | 1,602 | 289.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 285.2 | |
| Total | 1,602 | 289.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCP Advisors LLC
✚
|
FL | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Letson Investment Management Inc
✚
|
0.3 | |
|
Curry Webb Wealth Management LLC
✚
|
IN | 0.3 |
|
Beacon Financial Advisors Ltd
✚
|
TX | 0.3 |
|
Schuchard Capital Management Inc
✚
|
0.3 | |
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.3 |
|
New Perspectives Inc
✚
|
MS | 0.3 |
|
Orser Capital Management LLC
✚
|
TX | 0.3 |
|
Tate Wealth Management
✚
|
CA | 0.3 |