COORDINATED FINANCIAL PLANNING CORP
SEC file number 801-19769
· CINCINNATI, OH
https://coordinatedplanninggroup.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$248.8M
Discretionary AUM
$234.8M
Employees
5
Clients
—
Firm
- Address
- 4555 LAKE FOREST DRIVE #560
CINCINNATI, OH 45242 - Phone
- —
- Website
- https://coordinatedplanninggroup.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)