Coordinated Financial Planning Corp

Coordinated Financial Planning Corp (CRD# 105143) is a financial advisory firm headquartered in Cincinnati, OH. They manage $232,294,077 in 374 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $621,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Coordinated Financial Planning Corp
Showing 1 - 1 of 1 top financial advisors.
1
Stephen H. Perrin
CRD#: 713182
4555 Lakeforest Drive, Suite 560, Cincinnati, OH 45242
68
Wealthminder
score

Stephen Perrin (CRD# 713182) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has over 32 years of experience in the finance industry.

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