Assets Under Management
$451.7M
Number of Clients
127
Number of Advisors
3
Average Client AUM
$3.6M
AUM per Advisor
$150.6M
Compensation
Fee-Only (AUM)
Collective Family Office, LLC is a registered investment adviser offering discretionary portfolio management tailored to client needs. They provide advice on various securities and may use sub-advisors. They also offer pension consulting services to plans, individuals, trusts, estates, corporate entities and charitable organizations. Management of held away assets is also offered.
235 St. Charles Way, Suite 200, York, PA, 17402