COORDINATED FINANCIAL PLANNING CORP
Adviser information for COORDINATED FINANCIAL PLANNING CORP last updated from Form ADV on March 13th, 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 | Ohio, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,560 | $257.8M |
| Non-Discretionary | 80 | $15.3M |
| Total | 1,640 | $273.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 290 | $125.3M |
| HNW Individuals | 77 | $145.9M |
| 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 | <5 | $2.0M |
| 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 | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-19769 |
|---|---|
| SEC ERA File Number | 801-19769 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105143 |
| Legal Entity Identifier | None |
Principal Office
4555 LAKE FOREST DRIVE #560CINCINNATI
OH
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 513-769-3131, Fax: 513-769-5041
Websites
Chief Compliance Officer
LONNY ELFENBEIN
255 EAST FIFTH STREET
CINCINNATI
OH
United States
Tel:
513-977-8330
Fax:
513-977-8141
L**************@*****************************M
(Full email address available in API data)
Regulatory Contact
STEPHEN H. PERRIN, JR.
PRESIDENT/OWNER
4555 LAKE FOREST DRIVE #560
CINCINNATI
OH
United States
Tel:
513/769-3131
Fax:
513/769-5041
S******@***********M
(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 |
|---|---|---|---|---|---|
| PERRIN, STEPHEN, HERBERT | Individual | – | CHIEF EXECUTIVE OFFICER | 12/2022 | > 75% |
| BEAMER, MATTHEW, BUD | Individual | – | SENIOR FINANCIAL PLANNER | 05/2001 | < 5% |
| BENZ, BETHANN | Individual | – | OFFICE ADMINISTRATOR | 08/1999 | < 5% |
| PERIN, JOSEPH, T. | Individual | – | FINANCIAL PLANNER | 06/2020 | < 5% |
| BARTO, KEVIN, J. | Individual | – | OFFICE ADMINISTRATOR | 12/2022 | < 5% |
| Elfenbein, Lonny, Scott | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |