COORDINATED CAPITAL SECURITIES, INC.
Tel: 608-221-4545 229 S Main Street Fort Atkinson, Wisconsin 53538
About COORDINATED CAPITAL SECURITIES, INC.
COORDINATED CAPITAL SECURITIES, INC. is a Fort Atkinson, Wisconsin based financial advisory firm with nearly $145,658,614 in assets under management and provides investment advisory services for 236 clients. There are currently 45 financial advisors at the firm.
General Information
Firm CRD#:
14762
Firm SEC#:
801-111070
Assets Under Management:
$145,658,614
No. of Clients:
236
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
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