| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethann Benz | Office Administrator | Under 5% | 1999 |
| Joseph T. Perin | Financial Planner | Under 5% | 2020 |
| Kevin J. Barto | Office Administrator | Under 5% | 2022 |
Coordinated Financial Planning Corp reports $289.9 million in regulatory assets under management on its Form ADV.
Coordinated Financial Planning Corp reports 5 employees.
Coordinated Financial Planning Corp is based in Cincinnati, OH and has been SEC-registered since 1983.
Coordinated Financial Planning Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4555 Lake Forest Drive #560, Cincinnati, OH 45242 |
| Phone | 513-769-3131 |
| Fax | 513-769-5041 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $272.2M |
| Non-discretionary | $17.7M |
| Total (RAUM) | $289.9M |