Assets Under Management
$145.7M
Number of Clients
236
Number of Advisors
19
Average Client AUM
$617K
AUM per Advisor
$7.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Coordinated Capital Securities (CCS) is a registered broker-dealer and investment adviser offering wrap fee programs. They provide advisory and brokerage services, with fees varying based on the program selected. CCS has agreements with Wells Fargo Advisors (WFA) for brokerage and custodial services.
229 S Main Street, Fort Atkinson, WI, 53538