|
⚲
|
| Keyboard |
| Coordinated Financial Planning Corp
✚
|
|
|---|---|
| CRD # | 105143 |
| SEC # | 801-19769 |
| CIK # | |
| AUM | 343.2 M (2026-06-03) |
| Employees | 6 (67% 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) | 254 | 110.3 |
| (b) Individuals (high net worth individuals) | 113 | 229.7 |
| (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 | 3.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 1,179 | 343.2 |
| By Discretionary | ||
| Discretionary | 1,131 | 337.1 |
| Non-Discretionary | 48 | 6.1 |
| Total | 1,179 | 343.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 338.1 | |
| Total | 1,179 | 343.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Long Road Investment Counsel LLC
✚
|
MI | 346.4 M |
|
GBM Wealth Management Inc
✚
|
TX | 346.4 M |
|
Arcadia Investment Advisors LLC
✚
|
ID | 345.8 M |
|
Fortress Planning Group LLC
✚
|
WI | 345.3 M |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 344.7 M |
|
Prospera Capital Management LLC
✚
|
343.9 M | |
|
Carroll Advisory Group LLC
✚
|
TX | 341.1 M |
|
Weybosset Research & Management LLC
✚
|
RI | 340.9 M |
|
Feldman Jeffrey Mark
✚
|
340.6 M | |
|
Scholtz & Company LLC
✚
|
CT | 340.5 M |