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Coordinated Financial Services, Inc.
Coordinated Financial Services, Inc. is a Denver-based SEC Registered Investment Adviser with over 30 years of experience, focused on serving individual investors and successful business owners through comprehensive financial planning, investment management, and wealth management services. The firm has 4 employees and emphasizes coordinated advisory relationships, working alongside tax, legal, and insurance professionals to offer a seamless, integrated approach to client needs. Founded in Colorado, it serves mostly high net worth individuals and provides services such as investment planning, financial planning, tax planning, estate planning, annuities, life and long-term care insurance, and retirement income planning.
Investment Strategy
Coordinated Financial Services, Inc. employs a comprehensive and disciplined investment management approach, emphasizing customized, fiduciary-driven solutions that align with clients' life goals and financial security. Investment strategies are crafted to fit each client's unique situation and include active portfolio management focused on a mix of equities (e.g., technology, consumer, financials) and ETF holdings, with a particular emphasis on wealth accumulation, distribution, and transfer. The firm leverages its relationships with other advisory professionals to create holistic financial plans combining investment, tax, and estate planning and puts clients' best interests first in acting as a fiduciary.
Latest 13F Filing Activity
Coordinated Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 149 equity positions with a total 13F market value of $144M. The fund increased holdings in Ishares TR, SPDR S&P 500 Etf TR, Vanguard Index FDS among other positions. Coordinated Financial Services, Inc. reduced exposure to Nuveen Mun Value FD Inc., Snap Inc., Invesco Exch Traded FD TR II among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.63% | $18.2M | 29,374 | $620.90 | $620.90 | +$18.2M |
S SPY | SPDR S&P 500 ETF TR | 3.93% | $5.7M | 9,193 | $617.85 | $617.85 | +$5.7M |
V VTI | VANGUARD INDEX FDS | 2.79% | $4.0M | 13,277 | $303.93 | $303.93 | +$4.0M |
G GLD | SPDR GOLD TR | 2.07% | $3.0M | 9,821 | $304.83 | $304.83 | +$3.0M |
E EFA | ISHARES TR | 2.05% | $3.0M | 33,143 | $89.39 | $89.39 | +$3.0M |
Industry Allocation
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