Coordinated Financial Management

Overview

Coordinated Financial Management operates as a small, independent registered investment adviser positioned to deliver financial planning and portfolio management for individuals and small businesses. The firm runs a predominantly equity-focused strategy, favoring exchange-traded instruments for most client allocations. Fee arrangements combine a percentage-of-AUM model with the option for hourly charges, which suits clients looking for both ongoing asset management and intermittent planning engagements. The adviser manages client relationships on a discretionary basis and appears to emphasize liquid, easily traded exposures. It does not identify as an active ESG investor and is organized as a sole proprietorship, which typically implies a compact team and direct adviser-to-client relationships rather than a large institutional infrastructure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices