RIA Intel›Advisers›Colorado›COORDINATED FINANCIAL SERVICES, INC.

COORDINATED FINANCIAL SERVICES, INC.

Advisory

N·DENVER, CO

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$427M
1-Year AUM Growth
+10.8%
3-Year CAGR
+38.1%
Employees
3
Assets Under Management
Total AUM$427M
Discretionary AUM$422M
Non-Discretionary AUM$5M
Discretionary %98.8%
Total Clients319
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingMay 7, 2021
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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