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COATS FINANCIAL PLANNING
COATS FINANCIAL PLANNING, INC.
CRD 122135
139 S. ENGLISH STATION ROAD, SUITE 230, LOUISVILLE, KY, 40245-3997, United States
Phone
502-426-0300
Fax
502-326-3010
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 4 advisory reps; 144 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $0 |
| High net worth individuals | 120 | $0 |
All web addresses on file
Official SEC filing: View on IAPD