C
CRD: 116854
Coordinated Financial Management
Wichita, KS
3167227701
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
32 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-1993
- Office Locations
- 1
Office Locations
212 N. Market, Suite 258 Wichita KS
About Coordinated Financial Management
Coordinated Financial Management is a Wichita-based RIA. The firm has been operating for 32 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Retirement Plans.
Team overview
71 AVG AGE
$3.1M AVG AUM / ADVISOR
$190.8K AVG AUM / CLIENT
32.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Eagle Bridge
Investment Themes
Legacy
Services
Timber Matrix matrix Peak
Owner & Executives
MICHAEL DEAN HASTINGS
Owner, President
- CRD
- #813547
- Ownership
- 75% or more
(661) 396-7557
bridge.pioneer@harborcapital.com
in linkedin.com/in/quantum-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,052,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,052,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,052,000
Equity - Exchange:
31.6% Cash:
26.8% Public Funds:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,015,864,135 | 31.6% |
| Cash | $861,555,659 | 26.8% |
| Public Funds | $1,337,340,126 | 41.6% |
| Total | $3,214,759,920 | 100.0% |