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COLLECTIVE FAMILY OFFICE, LLC

Tel: (717) 893-5055
235 St. Charles Way
Suite 200
York, Pennsylvania  17402

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COLLECTIVE FAMILY OFFICE, LLC

COLLECTIVE FAMILY OFFICE, LLC is a York, Pennsylvania based financial advisory firm with nearly $451,736,494 in assets under management and provides investment advisory services for 436 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

301274

SEC#:

801-115052

No. of Clients:

436

Assets under Management

$451,736,494

No. of Advisors:

4

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