COORDINATED FINANCIAL MANAGEMENT

COORDINATED FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 116854). Regulatory assets under management: $3.1M.

Registration

• CRD: 116854
• Type: Registered investment adviser
• Phone: 3167227701
• Latest filing: 2026-04-01
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search