COORDINATED FINANCIAL PLANNING CORP
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 105143
- Registered since
- September 19, 1983
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.94%
- Individuals32.14%
- Pension & Profit Sharing Plans0.87%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Coordinated Financial Planning Corp is an independent registered investment adviser that has been operating since 1983 and is owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. Coordinated Financial Planning Corp is not organized as a capital allocator and does not identify as an active ESG investor; it is also not a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents9%
- Other7%
- Exchange Traded Equities5%
Owners & executives
1 of 1Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 5MATTHEW BEAMER
Senior Plan DesignerCRD 2366851
KEVIN BARTO
Office AdministratorCRD 7700770
STEPHEN PERRIN
PresidentCRD 4347386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 4555 560
- Time zone
- ET (UTC-5)
- Office locations
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