← Back to searchVisit website
COORDINATED PLANNING GROUP, INC.
CRD 173653
150 BROADHOLLOW ROAD, SUITE 209, MELVILLE, NY, 11747, United States
Phone
631-393-6044
Fax
631-393-6046
Registration
— (—)
Source
State registered
Total AUM
$16.4M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $7.0M |
| Pension/profit sharing plans | 3 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD