COORDINATED FINANCIAL SERVICES, INC.
CRD #147881 SEC #801-121435 DENVER, CO 303-770-5401
SEC Registered
Total AUM
$352.4M
Discretionary
$340.6M
Employees
4
Clients
0
Accounts
730
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $352.4M | $340.6M | $11.8M | 4 | 0 |
| Mar 2025 | $352.4M | $340.6M | $11.8M | 4 | 0 |
| Aug 2024 | $318.1M | $306.8M | $11.3M | 4 | 0 |
| Mar 2024 | $318.1M | $306.8M | $11.3M | 4 | 0 |
| Mar 2024 | $318.1M | $306.8M | $11.3M | 4 | 0 |
| Jan 2024 | $116.5M | $106.6M | $9.9M | 2 | 0 |
| Nov 2023 | $116.5M | $106.6M | $9.9M | 2 | 0 |
| Mar 2023 | $116.5M | $106.6M | $9.9M | 2 | 0 |
| Jan 2023 | $132.7M | $132.7M | $0 | 3 | 0 |
| Jan 2023 | $132.7M | $132.7M | $0 | 3 | 0 |
| Jul 2022 | $132.7M | $132.7M | $0 | 2 | 0 |
| Mar 2022 | $132.7M | $132.7M | $0 | 2 | 0 |
| Jun 2021 | $115.7M | $111.6M | $4.2M | 2 | 0 |
| May 2021 | $115.7M | $111.6M | $4.2M | 2 | 0 |
DateMar 2025
Total AUM$352.4M
Discretionary$340.6M
Non-Disc.$11.8M
Employees4
Clients0
DateMar 2025
Total AUM$352.4M
Discretionary$340.6M
Non-Disc.$11.8M
Employees4
Clients0
DateAug 2024
Total AUM$318.1M
Discretionary$306.8M
Non-Disc.$11.3M
Employees4
Clients0
DateMar 2024
Total AUM$318.1M
Discretionary$306.8M
Non-Disc.$11.3M
Employees4
Clients0
DateMar 2024
Total AUM$318.1M
Discretionary$306.8M
Non-Disc.$11.3M
Employees4
Clients0
DateJan 2024
Total AUM$116.5M
Discretionary$106.6M
Non-Disc.$9.9M
Employees2
Clients0
DateNov 2023
Total AUM$116.5M
Discretionary$106.6M
Non-Disc.$9.9M
Employees2
Clients0
DateMar 2023
Total AUM$116.5M
Discretionary$106.6M
Non-Disc.$9.9M
Employees2
Clients0
DateJan 2023
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$115.7M
Discretionary$111.6M
Non-Disc.$4.2M
Employees2
Clients0
DateMay 2021
Total AUM$115.7M
Discretionary$111.6M
Non-Disc.$4.2M
Employees2
Clients0