Stephen
Perrin
Coordinated Financial Planning Corp
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About this Advisor
Stephen Perrin is a financial advisor based in Cincinnati, Ohio, working with Coordinated Financial Planning Corp. Stephen has previously held a position at Coordinated Financial Planning Corp and is registered to provide services in Ohio and Texas. Currently, Stephen is part of Coordinated Financial Planning Corp, which operates out of Cincinnati, Ohio. The firm has 5 employees and manages assets totaling $273.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Coordinated Financial Planning Corp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coordinated Financial Planning Corp Brokerage Details
$273,133,547
5
1,640
$166,545
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Perrin Work History
Coordinated Financial Planning Corp
Disclosures
Please visit the SEC profile of Stephen Perrin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coordinated Financial Planning Corp
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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