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Building 2COLLABORATIVE FINANCIAL PARTNERS LLC

Map pinCOLUMBUS, OH
Phone(614) 799-2900
NotebookSEC #801-111094
Total AUM
$103.2M
Employees
6
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2875 WEST DUBLIN GRANVILLE RD
COLUMBUS
OH 43235
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(614) 799-2900
Other Offices
1

ReceiptFinancials

Total AUM
$103.2M
Accounts
836
Discretionary
$85.6M
Accounts
772
Non-Discretionary
$17.6M
Accounts
64

ContactClients

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Individual Clients
276
AUM
$55.5M
HNW Individual Clients
29
AUM
$47.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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