Coordinated Wealth Management, LLC
Coordinated Wealth Management, LLC (CRD# 141348) is a financial advisory firm headquartered in Hendersonville, TN. They manage $98,328,258 in 236 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Coordinated Wealth Management, LLC
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$416,645
Compensation Options
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, LA, TN
Financial Advisors at Coordinated Wealth Management, LLC
1
David M. Fesmire
CRD#:
5408510
100 Bluegrass Commons Boulevard, Suite 2390,
Hendersonville,
TN
37075
David Fesmire (CRD# 5408510) is an Investment Advisor Representative working at Coordinated Wealth Management, LLC in Hendersonville, TN and has over 16 years of experience in the finance industry.
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