COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
Doing business as COLLABORATIVE PORTFOLIO MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$178,738,625
Discretionary
$178,738,625
Non-discretionary
$0
Firm details
- CRD number
- 332929
- SEC file number
- 801-131107
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.cpm-llc.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.