← Back to searchVisit website
COORDINATED FINANCIAL PLANNING CORP
CRD 105143 · SEC 801-19769
4555 LAKE FOREST DRIVE #560, CINCINNATI, OH, 45242, United States
Phone
513-769-3131
Fax
513-769-5041
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.2M
Discretionary AUM
$337.1M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 254 | $110.3M |
| High net worth individuals | 113 | $229.7M |
States served
GA, IN, KY, NY, OH, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD