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Coordinated Capital Securities, Inc.

EST. AUM
$136,837,741

CONTACTS
2

CLIENT ACCOUNTS
186

Firm Details

Metro area Milwaukee
CRD Number 14762
Website ccsmadison.com
Client types

Overview

Coordinated Capital Securities, Inc. is an independent broker-dealer and federally registered investment advisor that specializes in supporting Financial Professionals and their clients. As a privately-held company, it values individualized service and aims to establish long-term relationships. The firm provides business-building tools to help develop and grow financial practices with flexibility and independence.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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