Key facts
- COORDINATED CAPITAL SECURITIES, INC. is a other based in FORT ATKINSON, WI.
Registered with the SEC
Form ADV · 2026-01 · CRD 14762- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 38
- Registered office
- FORT ATKINSON, WI
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for COORDINATED CAPITAL SECURITIES, INC.'s activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for COORDINATED CAPITAL SECURITIES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.