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| Keyboard |
| Coordinated Financial Services Inc
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|---|---|
| CRD # | 147881 |
| SEC # | 801-121435 |
| CIK # | 0002055532, 0002022906 |
| AUM | 427.3 M (2026-03-26) |
| 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 | 4.1 | ||
| Nvidia Corp | 2.3 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 114.2 |
| (b) Individuals (high net worth individuals) | 101 | 309.2 |
| (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 | 1 | 3.9 |
| (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 | 797 | 427.3 |
| By Discretionary | ||
| Discretionary | 785 | 422.1 |
| Non-Discretionary | 12 | 5.2 |
| Total | 797 | 427.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.3 | |
| Total | 797 | 427.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022906] | |
| 13F-HR | [0002055532] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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OH | 428.7 M |
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Blue Water Asset Management LLC
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|
McCarter Private Wealth Services LLC
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HFG Advisors Inc
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|
Beacon Bridge Wealth Partners LLC
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