Coordinated Financial Planning Corp
Coordinated Financial Planning Corp (CRD# 105143) is a financial advisory firm headquartered in Cincinnati, OH. They manage $237,767,909 in 377 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management238MILLION
Total Number of Accounts377ACCOUNTS
Average Account Value$630,684
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Perrin (CRD# 713182) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has over 33 years of experience in the finance industry.