Coordinated Planning Group, Inc.
Coordinated Planning Group, Inc. (CRD# 173653) is a financial advisory firm headquartered in Melville, NY. They manage $13,647,577 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$454,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)