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COLLECTIVE FAMILY OFFICE, LLC
CRD 301274 · SEC 801-115052
235 ST. CHARLES WAY, SUITE 200, YORK, PA, 17402, United States
Phone
(717) 893-5055
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$533.4M
Discretionary AUM
$527.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $23.9M |
| High net worth individuals | 80 | $499.9M |
| Pension/profit sharing plans | 1 | $0 |
| Corporations/business entities | 2 | $9.6M |
States served
MD, NY, PA, TX
All web addresses on file
Official SEC filing: View on IAPD