VONTOBEL SWISS FINANCIAL ADVISERS

other names
YOUR UNIQUE LIFE . . . OUR GUIDED APPROACH At Coordinated Financial Services we strive to simplify your financial life. We craft tailor-made strategies designed to help you live the life you’ve always imagined. Our professional and insightful guidance will ensure you’re well informed and confident of your financial plans, no matter where you are in your life journey.
Revenue $770.0 m
Headquarters 4643 S Ulster St 960 Denver, Colorado 80237, US
cb

Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 100 -4.76%
of those in investment advisory functions 78 8.33%
Registration SEC, Approved, 12/03/2004
AUM* 9,275,545,710 9.15%
of that, discretionary 4,007,799,370 2.52%
Private Fund GAV* 0
Avg Account Size 2,868,134 8.61%
% High Net Worth 67.38% 4.71%
SMA’s Yes
Private Funds 0
Contact Info +41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 656M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

This website uses cookies so that we can provide you with a better user experience. By using our website, you consent to our use of cookies. To read more about how we use the cookies and to change your settings, see our cookie policy