SEC Form ADV

COORDINATED FINANCIAL PLANNING CORP

Registered Investment AdviserOH
$343.2M
Assets Under Management
6
Employees
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Registration Details

Accession
crd-105143
Location
CINCINNATI, OH
Filing Date
June 3, 2026
AUM
$343.2M
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

COORDINATED FINANCIAL PLANNING CORP is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $343.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.