Key facts
- COORDINATED FINANCIAL PLANNING CORP is a other based in CINCINNATI, OH.
- COORDINATED FINANCIAL PLANNING CORP reports $5.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 105143- Regulatory AUM
- $5.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- CINCINNATI, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for COORDINATED FINANCIAL PLANNING CORP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is COORDINATED FINANCIAL PLANNING CORP's AUM?
- COORDINATED FINANCIAL PLANNING CORP manages approximately $5.1M in assets.