# Coordinated Financial Management

Coordinated Financial Management is a Multi Family Office based in US.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** US
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 116854
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-01T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116854

## About

COORDINATED FINANCIAL MANAGEMENT is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What services does Coordinated Financial Management offer beyond investment management?

Beyond investment management, Coordinated Financial Management provides tax strategy and preparation, estate planning, insurance and risk management, retirement planning, and philanthropic advisory. The firm positions these as integrated services delivered through a coordinated team of specialists.

### Where is Coordinated Financial Management headquartered?

The firm's headquarters location is not publicly disclosed. All available records indicate it operates in the United States, but no specific city or street address has been made public.

## Related profiles

- [Nordea Investment Management North America](https://altss.com/profile/nordea-investment-management-north-america-inc)
- [R.M. DUNCAN CAPITAL MANAGEMENT CORPORATION](https://altss.com/profile/rm-duncan-capital-management-corporation)

---

Last updated: 2026-07-06T01:24:14.597Z

Canonical page: https://altss.com/profile/coordinated-financial-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology