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Products & Services
About Coordinated Wealth
Coordinated Wealth - a robust financial services and wealth management firm based in the Lehigh Valley and proudly serving PA, NJ, CT and MD. This profile covers Coordinated Wealth, a company classified under Portfolio Management and Investment Advice, based in Easton, Pennsylvania, United States, employing 1-5 people and reporting $0M-$1M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Coordinated Wealth is one of 127,179 Financial companies listed in Pennsylvania.
Business Contact Information
- Phone
- +1 (610) 2167484
- Website
- crdwealth.com
- facebook.com/coordinatedwealth
- Address
- 3101 Freemansburg Ave, Easton, Pennsylvania, 18045, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 5 (1-5)
- Annual Revenue
- $739,000 ($0M-$1M)
Coordinated Wealth: frequently asked questions
What does Coordinated Wealth do?
Coordinated Wealth - a robust financial services and wealth management firm based in the Lehigh Valley and proudly serving PA, NJ, CT and MD.
Where is Coordinated Wealth located?
Coordinated Wealth is headquartered at 3101 Freemansburg Ave, Easton, Pennsylvania, 18045, United States.
How many employees does Coordinated Wealth have?
Coordinated Wealth has about 5 employees (the 1-5 range).
What is Coordinated Wealth's annual revenue?
Coordinated Wealth's annual revenue is estimated at $739,000 (the $0M-$1M range).
What industry is Coordinated Wealth in?
Coordinated Wealth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Coordinated Wealth?
Its website is crdwealth.com and its phone number is +1 (610) 2167484.
What companies are similar to Coordinated Wealth?
Other large financial companies in Pennsylvania include Independence Blue Cross, Highmark Health, Highmark Health and AmeriHealth Caritas.
Largest financial companies in Pennsylvania
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Manufacturing sales in Pennsylvania, 2026
In Pennsylvania, Factur's 2026 study counted 44 manufacturing quotes worth $1.6M and 10 purchase orders over 12 months: 23% of quotes became orders, against 21% nationally. See the Pennsylvania data.
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