Hedge Fund Database

COORDINATED FINANCIAL SERVICES, INC.

Adviser information for COORDINATED FINANCIAL SERVICES, INC. last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 689 $306.8M
Non-Discretionary 12 $11.3M
Total 701 $318.1M

Clients

Type Number RAUM
Individuals 217 $86.4M
HNW Individuals 95 $231.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 63.0M
Portfolio Manager 125.0M
Both for Same 0
Portfolio Manager to Program Sponsor
COORDINATED FINANCIAL SERVICES, INC. COORDINATED FINANCIAL SERVICES, INC.

Identifiers

SEC RIA File Number 801-121435
SEC ERA File Number 801-121435
SEC CIK Numbers 2022906
SEC CRD Numbers 147881
Legal Entity Identifier None

Principal Office

4643 S. ULSTER ST., SUITE 960
DENVER
CO
United States
Monday - Friday, 8:00-5:00
Tel: 303-770-5401, Fax: None

Websites

www.lifetime-capital.com/

Chief Compliance Officer

SHAWN ROGERS
PRINCIPAL
4643 S. ULSTER ST., SUITE 960
DENVER
CO
United States
Tel: 303-770-5401
(Full email address available in API data)

Regulatory Contact

PEGGY SAMORA-SHREDNI
REGULATORY ASSISTANT
4643 S. ULSTER ST. SUITE 960
DENVER
CO
United States
Tel: 303-770-5401
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ROGERS, SHAWN, ANTHONY Individual – PRINCIPAL AND CHIEF COMPLIANCE OFFICER 05/2008 10-25%
HURT, KYLE, JOHN Individual – PRINCIPAL/ADVISOR 03/2011 25-50%
OBERT, MATTHEW, MICHAEL Individual – PRINCIPAL 01/2023 25-50%

No. Employees, Historic

1050202120222023202420252 on 5/7/20212 on 6/6/20212 on 3/22/20222 on 7/7/20223 on 1/18/20233 on 1/19/20232 on 3/8/20232 on 11/8/20232 on 1/29/20244 on 3/12/20244 on 3/15/2024

RAUM, Historic

400M200M020212022202320242025115707248 on 5/7/2021115707248 on 6/6/2021132712650 on 3/22/2022132712650 on 7/7/2022132712650 on 1/18/2023132712650 on 1/19/2023116517177 on 3/8/2023116517177 on 11/8/2023116517177 on 1/29/2024318092824 on 3/12/2024318092824 on 3/15/2024

No. Clients, Historic

40020002021202220232024202592 on 5/7/202192 on 6/6/202195 on 3/22/202295 on 7/7/202295 on 1/18/202395 on 1/19/2023102 on 3/8/2023102 on 11/8/2023102 on 1/29/2024312 on 3/12/2024312 on 3/15/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR CORE S&P500 ETF 17M 31K –
VANECK ETF TRUST MORNINGSTAR SMID 505K 16K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 735K 35K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 769K 38K –
INVESCO QQQ TR UNIT SER 1 3M 6K –
ISHARES TR ISHS 1-5YR INVS 1M 28K –
VANGUARD INDEX FDS SMALL CP ETF 3M 12K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 25K –
VANGUARD STAR FDS VG TL INTL STK F 2M 26K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 225K 3K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 533K 3K –
SCHWAB STRATEGIC TR INTL EQTY ETF 617K 16K –
SCHWAB STRATEGIC TR US AGGREGATE B 1M 23K –
VANGUARD WORLD FD FINANCIALS ETF 218K 2K –
VANGUARD INDEX FDS SML CP GRW ETF 536K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 932K 5K –
ISHARES TR CORE MSCI EAFE 1M 19K –
ISHARES INC CORE MSCI EMKT 632K 12K –
ISHARES TR CORE S&P MCP ETF 1M 23K –
ISHARES TR CORE S&P SCP ETF 848K 8K –
ISHARES TR CORE S&P US GWT 1M 9K –
ISHARES TR CORE S&P US VLU 647K 7K –
ISHARES TR MBS ETF 2M 19K –
ISHARES TR MSCI USA QLT FCT 901K 5K –
ISHARES TR RUSSELL 2000 ETF 1M 7K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1M 17K –
VANGUARD INDEX FDS TOTAL STK MKT 4M 13K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 24K –
VANECK ETF TRUST GOLD MINERS ETF 841K 25K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 224K 4K –
ISHARES TR RUS 1000 GRW ETF 476K 1K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 3M 33K –
BLACKROCK SCIENCE & TECHNOLO SHS 232K 6K –
SPDR S&P 500 ETF TR TR UNIT 6M 10K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 315K 590 –
ISHARES TR MSCI INTL QUALTY 348K 9K –
ISHARES TR S&P 500 VAL ETF 319K 2K –
BANK AMERICA CORP 7.25%CNV PFD L 1M 857 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 786K 5K –
MICROSOFT CORP COM 2M 4K –
PACER FDS TR SWAN SOS FD OF 269K 10K –
T-MOBILE US INC COM 658K 4K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 12K –
WELLS FARGO CO NEW PERP PFD CNV A 606K 510 –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 691K 36K –
VANGUARD INDEX FDS VALUE ETF 427K 3K –
PACER FDS TR US CASH COWS 100 456K 8K –
ISHARES TR IBOXX INV CP ETF 1M 11K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 884K 6K –
SELECT SECTOR SPDR TR TECHNOLOGY 398K 2K –
VANGUARD BD INDEX FDS SHORT TRM BOND 266K 3K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 349K 6K –
SPDR GOLD TR GOLD SHS 2M 10K –
META PLATFORMS INC CL A 750K 1K –
RTX CORPORATION COM 559K 6K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 558K 29K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 480K 24K –
ISHARES TR MSCI EAFE ETF 2M 27K –
SPDR SER TR PORTFOLIO S&P600 292K 7K –
HOME DEPOT INC COM 917K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 333K 8K –
VANGUARD INDEX FDS GROWTH ETF 523K 1K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 15K –
VISA INC COM CL A 1M 5K –
AMAZON COM INC COM 2M 8K –
CHEVRON CORP NEW COM 424K 3K –
HONEYWELL INTL INC COM 227K 1K –
PROLOGIS INC. COM 417K 4K –
STRYKER CORPORATION COM 583K 2K –
WALMART INC COM 1M 16K –
AMGEN INC COM 236K 755 –
JPMORGAN CHASE & CO. COM 601K 3K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 398K 25K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 273K 14K –
KENVUE INC COM 246K 14K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 500K 14K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
APPLE INC COM 2M 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
NVIDIA CORPORATION COM 2M 14K –
SCHWAB STRATEGIC TR 1 5YR CORP BD 281K 6K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 632K 8K –
ISHARES TR CORE S&P TTL STK 1M 11K –
SCHWAB STRATEGIC TR US LCAP GR ETF 313K 3K –
SPDR SER TR PORTFOLIO S&P500 630K 10K –
INVESCO EXCH TRADED FD TR II PFD ETF 152K 13K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 425K 8K –
ALPHABET INC CAP STK CL A 594K 3K –
SCHWAB CHARLES CORP COM 369K 5K –
ISHARES TR 20 YR TR BD ETF 369K 4K –
ISHARES TR US AER DEF ETF 321K 2K –
ALPHABET INC CAP STK CL C 228K 1K –
EXXON MOBIL CORP COM 493K 4K –
BLACKSTONE INC COM 589K 5K –
COCA COLA CO COM 217K 3K –
ORACLE CORP COM 290K 2K –
SELECT SECTOR SPDR TR FINANCIAL 345K 8K –
GLOBAL X FDS CYBRSCURTY ETF 204K 7K –
ISHARES BITCOIN TR SHS 227K 7K –
ISHARES TR US TREAS BD ETF 1M 65K –
SPDR SER TR PORTFOLIO INTRMD 548K 17K –
SPDR SER TR PRTFLO S&P500 GW 401K 5K –
SCHWAB STRATEGIC TR SHT TM US TRES 255K 5K –
LOCKHEED MARTIN CORP COM 285K 611 –
SOFI TECHNOLOGIES INC COM 158K 24K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 293K 6K –
ISHARES TR PFD AND INCM SEC 419K 13K –
ISHARES TR TIPS BD ETF 400K 4K –
ELI LILLY & CO COM 269K 298 –
SELECT SECTOR SPDR TR ENERGY 449K 5K –
ISHARES TR CORE TOTAL USD 608K 13K –
ISHARES TR S&P 500 GRWT ETF 226K 2K –
CATERPILLAR INC COM 219K 657 –
TJX COS INC NEW COM 261K 2K –
COSTCO WHSL CORP NEW COM 1M 1K –
SPDR SER TR BLOOMBERG 1-3 MO 653K 7K –
UNITED PARCEL SERVICE INC CL B 253K 2K –
WASTE MGMT INC DEL COM 307K 1K –
APOLLO GLOBAL MGMT INC COM 417K 4K –
BROADCOM INC COM 715K 446 –
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 412K 25K –
ISHARES TR SHRT NAT MUN ETF 272K 3K –
ISHARES SILVER TR ISHARES 252K 10K –
VANECK ETF TRUST PREFERRED SECURT 192K 11K –
SPDR SER TR PRTFLO S&P500 VL 474K 10K –
GOLDMAN SACHS GROUP INC COM 221K 489 –
SELECT SECTOR SPDR TR COMMUNICATION 247K 3K –
SPDR SER TR PORTFLI INTRMDIT 476K 17K –
KROGER CO COM 227K 5K –