CRD: 173653
Coordinated Planning Group, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-22-2015
- Office Locations
- 1
Office Locations
About Coordinated Planning Group, Inc.
Coordinated Planning Group, Inc. is a Melville, NY planning firm providing integrated estate and legacy planning, business succession, corporate benefit and deferred compensation plan support, and retirement-focused wealth accumulation/preservation with asset allocation and insurance-based solutions. The team emphasizes coordination with clients’ attorneys and accountants and maintains involvement in industry associations; custody includes Principal Securities.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
FRANK M. DELAPE
Chief Compliance Officer, Insurance Agent, President
- CRD
- #869551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,397,727 | -- |
| Total | $16,397,727 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing