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Trevor Nathan Hoffman

COLLECTIVE FAMILY OFFICE, LLC·YORK, Pennsylvania
Clean recordCOLLECTIVE FAMILY OFFICE, LLC
235 ST. CHARLES WAY, YORK, PA 17402CRD# 7085552Firm CRD# 301274

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor Nathan Hoffman · YORK, PA
Registration
CRD #7085552 · COLLECTIVE FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Trevor Nathan Hoffman is a registered financial advisor based in YORK, Pennsylvania, affiliated with COLLECTIVE FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
COLLECTIVE FAMILY OFFICE, LLC
COLLECTIVE FAMILY OFFICE, LLC
AUM
$366M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COLLECTIVE FAMILY OFFICE, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7085552
Firm CRD# 301274
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trevor Nathan Hoffman offer?
Trevor Nathan Hoffman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in YORK, Pennsylvania for a consultation.
What are Trevor Nathan Hoffman's credentials?
Trevor Nathan Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Nathan Hoffman located?
Trevor Nathan Hoffman is based in YORK, Pennsylvania, working with COLLECTIVE FAMILY OFFICE, LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.
How does Trevor Nathan Hoffman charge for services?
Trevor Nathan Hoffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLECTIVE FAMILY OFFICE, LLC?
COLLECTIVE FAMILY OFFICE, LLC has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLLECTIVE FAMILY OFFICE, LLC

Brian David Luster
YORK, PA
David Scott Sivel
YORK, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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