COORDINATED PLANNING GROUP, INC.

COORDINATED PLANNING GROUP, INC. of MELVILLE, NY is an SEC-registered investment adviser (CRD 173653). Regulatory assets under management: $16.4M.

Registration

• CRD: 173653
• Type: Registered investment adviser
• Location: 150 BROADHOLLOW ROAD, MELVILLE, NY, 11747
• Phone: 631-393-6044
• Latest filing: 2026-02-09
• Regulatory AUM: $16.4M
• Non-discretionary AUM: $16.4M
• Clients: 2
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search