COORDINATED WEALTH MANAGEMENT, L.L.C.

BRENTWOOD, Tennessee·1 registered advisor·CRD# 141348
SEC# 801-71452615-369-0738
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 PlanningInvestment Management
04

Advisors at COORDINATED WEALTH MANAGEMENT, L.L.C.

1 registered advisor
Joseph Steven Renner
BRENTWOOD, Tennessee
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.