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Coordinated Capital Securities, Inc.

● SEC registered since 2017CRD 14762SEC# 801-111070Fort Atkinson, WI
Export (members)
Reg. AUM
$159.9M
Employees
38
Accounts
248
Location
Fort Atkinson, WI

Coordinated Capital Securities, Inc. assets under management

Coordinated Capital Securities, Inc. operates as an SEC-registered investment adviser based in Fort Atkinson, WI. The firm has been registered since 2017. It reports $159.9 million in regulatory assets under management and employs 38 people.
www.mdressmancpa.comView on SEC.gov ↗

Coordinated Capital Securities, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Coordinated Capital Holdings, Inc. ControlHolding CompanyOver 75%1992
Mari Jo Buechner ControlChief Executive Officer, PresidentUnder 5%2002
Sara Danielle Williams ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Coordinated Capital Securities, Inc. manage?

Coordinated Capital Securities, Inc. reports $159.9 million in regulatory assets under management on its Form ADV.

How many employees does Coordinated Capital Securities, Inc. have?

Coordinated Capital Securities, Inc. reports 38 employees.

Where is Coordinated Capital Securities, Inc. located?

Coordinated Capital Securities, Inc. is based in Fort Atkinson, WI and has been SEC-registered since 2017.

Does Coordinated Capital Securities, Inc. disclose fund performance?

Coordinated Capital Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address229 S Main Street, Fort Atkinson, WI 53538
Phone608-221-4545
Office hours8:30 a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK737844
Discloses disciplinary historyYes

Assets under management

Discretionary$78.2M
Non-discretionary$81.7M
Total (RAUM)$159.9M