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COORDINATED FINANCIAL SERVICES, INC.
COORDINATED FINANCIAL SERVICES, INC.
DENVER, Colorado
·
3 registered advisors
·
CRD# 147881
SEC# 801-121435
0
303-770-5401
01
Firm Overview
AUM
$318M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COORDINATED FINANCIAL SERVICES, INC.
3 registered advisors
Kyle John Hurt
DENVER, Colorado
CRD# 4263532
Matthew Michael Obert
DENVER, Colorado
CRD# 3168051
Shawn Anthony Rogers
DENVER, Colorado
CRD# 2962520
05
Office Locations
DENVER, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. COORDINATED FINANCIAL SERVICES, INC. (CRD# 147881) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.