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COORDINATED WEALTH MANAGEMENT, L.L.C.
COORDINATED WEALTH MANAGEMENT, L.L.C.
BRENTWOOD, Tennessee
·
1 registered advisor
·
CRD# 141348
SEC# 801-71452
615-369-0738
01
Firm Overview
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at COORDINATED WEALTH MANAGEMENT, L.L.C.
1 registered advisor
Joseph Steven Renner
BRENTWOOD, Tennessee
CRD# 374159
05
Office Locations
BRENTWOOD, Tennessee
1 advisor
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Data sourced from SEC Form ADV filings. COORDINATED WEALTH MANAGEMENT, L.L.C. (CRD# 141348) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.