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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Coordinated Planning Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frank M. Delape
CRD#: 869551
150 Broadhollow Road, Suite 209, Melville, NY 11747

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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