Coordinated Financial Planning Corp
Coordinated Financial Planning Corp is an SEC-registered mass-market adviser in Cincinnati, OH with $343.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Coordinated Financial Planning Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105143, SEC 801-19769, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $343.2M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 6
- Clients
- 367
- CRD
- 105143
- Ownership
- PERRIN, STEPHEN, HERBERT; PERRIN, JR., STEPHEN, H.; PELFREY, SCOTT; BEAMER, MATTHEW, BUD; BENZ, BETHANN
How much AUM does Coordinated Financial Planning Corp have?
Coordinated Financial Planning Corp reported $343.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Coordinated Financial Planning Corp?
Disclosed owners and executives of Coordinated Financial Planning Corp include PERRIN, STEPHEN, HERBERT, PERRIN, JR., STEPHEN, H., PELFREY, SCOTT, BEAMER, MATTHEW, BUD, BENZ, BETHANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.