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Coordinated Financial Planning Corp
COORDINATED FINANCIAL PLANNING CORP is an SEC-registered investment adviser in Cincinnati, OH, since 1983. The firm manages $343 million in assets, $337...
Overview
COORDINATED FINANCIAL PLANNING CORP is an SEC-registered investment adviser in Cincinnati, OH, since 1983. The firm manages $343 million in assets, $337 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Coordinated Financial Planning Corp?
The leadership and investment team of Coordinated Financial Planning Corp are not publicly disclosed. Without named principals or an advisory team listed in public sources, the individuals responsible for investment decisions remain unknown. Any allocation to this firm should involve direct inquiry with the entity.
What is the regulatory status of Coordinated Financial Planning Corp?
Coordinated Financial Planning Corp is a registered investment adviser, meaning it is regulated by either the Securities and Exchange Commission (SEC) or a state securities authority. As a registered firm, it is required to file Form ADV, which discloses key business practices, fees, and disciplinary history. This form is publicly accessible through the SEC's Investment Adviser Public Disclosure (IAPD) database.
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