# Coordinated Financial Services

Coordinated Financial Services is a Multi Family Office based in United States.

## Overview

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

## Regulatory record

- **CRD number:** 147881
- **SEC file number:** 801-121435
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147881

## About

COORDINATED FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in DENVER, CO, registered since 2021. The firm manages $427 million in assets, $422 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Related profiles

- [Olson Tax & Financial Planning](https://altss.com/profile/olson-tax-and-financial-planning)
- [East Rock Financial Services](https://altss.com/profile/east-rock-financial-services-llc)

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

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

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