Coordinated Capital Securities, Inc.
Coordinated Capital Securities, Inc. is an SEC-registered mass-market adviser in Fort Atkinson, WI with $136.8M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Coordinated Capital Securities, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 14762, SEC 801-111070, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $136.8M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- Fort Atkinson, WI
- Employees
- 31
- Clients
- 186
- CRD
- 14762
- Ownership
- PETERS, DONNA JEAN; BUECHNER, MARI JO; COORDINATED CAPITAL HOLDINGS, INC.; WILLIAMS, TRACY NAIOMA; WILLIAMS, SARA DANIELLE
How much AUM does Coordinated Capital Securities, Inc. have?
Coordinated Capital Securities, Inc. reported $136.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Coordinated Capital Securities, Inc.?
Disclosed owners and executives of Coordinated Capital Securities, Inc. include PETERS, DONNA JEAN, BUECHNER, MARI JO, COORDINATED CAPITAL HOLDINGS, INC., WILLIAMS, TRACY NAIOMA, WILLIAMS, SARA DANIELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.