COORDINATED CAPITAL SECURITIES, INC. - Financial Advisor in Wisconsin, Fort Atkinson

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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