COLLECTIVE FAMILY OFFICE, LLC
SEC Form ADV profile.
Total regulatory AUM
$533,364,496
Discretionary
$527,152,579
Non-discretionary
$6,211,917
Firm details
- CRD number
- 301274
- SEC file number
- 801-115052
- Main office
- YORK, PA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.