Coordinated Financial Services, Inc.
CRD 147881SEC# 801-121435Denver, CO
No longer SEC-registered. Coordinated Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$427.3M
Employees
4
Accounts
797
Location
Denver, CO
Coordinated Financial Services, Inc. assets under management
Coordinated Financial Services, Inc. is an investment advisory firm registered with the SEC based in Denver, CO. It reports $427.3 million in regulatory assets under management and employs 4 people.
Coordinated Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle John Hurt Control | Principal/Advisor | 25-50% | 2011 |
| Matthew Michael Obert Control | Principal | 25-50% | 2023 |
| Shawn Anthony Rogers Control | Principal And Chief Compliance Officer | 10-25% | 2008 |
Frequently asked questions
How much does Coordinated Financial Services, Inc. manage?
Coordinated Financial Services, Inc. reports $427.3 million in regulatory assets under management on its Form ADV.
How many employees does Coordinated Financial Services, Inc. have?
Coordinated Financial Services, Inc. reports 4 employees.
Where is Coordinated Financial Services, Inc. located?
Coordinated Financial Services, Inc. is based in Denver, CO.
Does Coordinated Financial Services, Inc. disclose fund performance?
Coordinated Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4643 S. Ulster St., Suite 960, Denver, CO 80237 |
| Office hours | 8:00-5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$427.3M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$427.3Mregulatory AUM
Discretionary $422.1MNon-discretionary $5.2M