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| Happy Holidays!! thanks for using AUM13F!! |
| Coordinated Financial Services Inc
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| CRD # | 147881 |
| SEC # | 801-121435 |
| CIK # | 0002055532, 0002022906 |
| AUM | $352.4 M (2025-03-31) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 303-770-5401 |
| Address | 4643 S Ulster St, Suite 960 Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.0 | ||
| Microsoft Corp | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.6 | ||
| VISA Inc | 1.5 | ||
| Facebook Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 93.8 |
| (b) Individuals (high net worth individuals) | 95 | 258.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 730 | 352.4 |
| By Discretionary | ||
| Discretionary | 718 | 340.6 |
| Non-Discretionary | 12 | 11.8 |
| Total | 730 | 352.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.4 | |
| Total | 730 | 352.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022906] | |
| 13F-HR | [0002055532] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Advisors America Corporation
✚
|
TX | 0.4 |
|
Colley Asset Management Inc
✚
|
NY | 0.4 |
|
Endeavor Private Wealth Inc
✚
|
KS | 0.4 |
|
CVFG LLC
✚
|
IN | 0.4 |
|
First Eagle Separate Account Management LLC
✚
|
NY | 0.4 |
|
Aspect Partners LLC
✚
|
VA | 0.4 |
|
Haven Private LLC
✚
|
FL | 0.4 |
|
Longview Financial Advisors LLC
✚
|
0.4 | |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.4 |
|
ADE LLC
✚
|
MD | 0.4 |