COORDINATED FINANCIAL SERVICES, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 147881). Regulatory assets under management: $427.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Shawn Anthony Rogers | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Kyle John Hurt | PRINCIPAL/ADVISOR | — |
| Matthew Michael Obert | PRINCIPAL | — |
| ROGERS JOHN ANTHONY | PRESIDENT/CCO; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| HURT KYLE JOHN | PRESIDENT/ADVISOR; PRINCIPAL/ADVISOR | — |
| OBERT MATTHEW MICHAEL | PRINCIPAL | — |