Coordinated Capital Securities, Inc.
Coordinated Capital Securities, Inc. (CRD# 14762) is a financial advisory firm headquartered in Fort Atkinson, WI. They manage $232,496,128 in 534 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management232MILLION
-
Total Number of Accounts534ACCOUNTS
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Average Account Value$435,386
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TN, TX, WI
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