CRD: 105143
Coordinated Financial Planning Corp
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-1983
- Office Locations
- 1
Office Locations
About Coordinated Financial Planning Corp
Coordinated Financial Planning is a Cincinnati-based, fee-only RIA offering holistic financial planning and asset management, incorporating tax and insurance considerations. The firm works with individual investors (prospects typically with $200k+ to invest) to develop, implement, and monitor a financial plan. Investment work emphasizes portfolio construction and asset allocation, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN HERBERT PERRIN JR.
Chief Executive Officer, President
- CRD
- #4347386
- Ownership
- 75% or more
KEVIN J. BARTO
Financial Planner
- CRD
- #7700770
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,113,785 | $298,067 |
| Non-Discretionary | $6,055,200 | $126,150 |
| Total | $343,168,985 | $291,068 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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