Coordinated Wealth Management, L.L.C.

EST. AUM
$113,860,323

CONTACTS

CLIENT ACCOUNTS
207

Firm Details

Metro area Nashville
CRD Number 141348
Website coordinatedwealth.com
Client types

Overview

Coordinated Wealth Management is an independent RIA. They are a a full service wealth management firm offering investment advising and financial planning. Additional consulting services include risk management, retirement and cash flow management, tax planning and estate planning. They are an approved advisor with Dimensional Fund Advisors (DFA) and provide all services on a flat retainer fee basis.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Coordinated Wealth Management, L.L.C.

Platform Details

Investment Preferences

Alternative Activity

Address

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