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Building 2COLLECTIVE FAMILY OFFICE, LLC

Map pinYORK, PA
Phone(717) 893-5055
NotebookSEC #801-115052
Total AUM
$533.4M
Employees
3
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 ST. CHARLES WAY
SUITE 200
YORK
PA 17402
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(717) 893-5055
Other Offices
1

ReceiptFinancials

Total AUM
$533.4M
Accounts
478
Discretionary
$527.2M
Accounts
453
Non-Discretionary
$6.2M
Accounts
25

ContactClients

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Individual Clients
63
AUM
$23.9M
HNW Individual Clients
80
AUM
$499.9M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$9.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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