Coordinated Planning Group, Inc.
Coordinated Planning Group, Inc. (CRD# 173653) is a financial advisory firm headquartered in Melville, NY. They manage $13,573,133 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$1,508,126
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.
NY
Financial Advisors at Coordinated Planning Group, Inc.
1
Frank Delape (CRD# 869551) is an Investment Advisor Representative working at Coordinated Planning Group, Inc. in Melville, NY and has over 38 years of experience in the finance industry.
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