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Coordinated Financial Services, Inc.

CRD 147881SEC# 801-121435Denver, CO
Export (members)
No longer SEC-registered. Coordinated Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$352.4M
Employees
4
Accounts
730
Location
Denver, CO

Coordinated Financial Services, Inc. assets under management

Coordinated Financial Services, Inc. is an investment advisory firm registered with the SEC based in Denver, CO. It reports $352.4 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Coordinated Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Kyle John Hurt ControlPrincipal/Advisor25-50%2011
Matthew Michael Obert ControlPrincipal25-50%2023
Shawn Anthony Rogers ControlPrincipal And Chief Compliance Officer10-25%2008

Frequently asked questions

How much does Coordinated Financial Services, Inc. manage?

Coordinated Financial Services, Inc. reports $352.4 million in regulatory assets under management on its Form ADV.

How many employees does Coordinated Financial Services, Inc. have?

Coordinated Financial Services, Inc. reports 4 employees.

Where is Coordinated Financial Services, Inc. located?

Coordinated Financial Services, Inc. is based in Denver, CO.

Does Coordinated Financial Services, Inc. disclose fund performance?

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

Contact & registration

Address4643 S. Ulster St., Suite 960, Denver, CO 80237
Office hours8:00-5:00
Discloses disciplinary historyNo

Assets under management

Discretionary$340.6M
Non-discretionary$11.8M
Total (RAUM)$352.4M