RIA Intel›Advisers›New York›COORDINATED PLANNING GROUP, INC.

COORDINATED PLANNING GROUP, INC.

Advisory

MELVILLE, NY

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in NY

#5,122

of 5,722 advisers by AUM

Average account

$2M

across 8 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients8

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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