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Trevor Nathan Hoffman

COLLECTIVE FAMILY OFFICE, LLC·YORK, Pennsylvania
Clean record7 years registeredCOLLECTIVE 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

COLLECTIVE FAMILY OFFICE, LLC
May 2019 – present
02

Registrations & Exams

Registration record
First registered · May 17, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLLECTIVE FAMILY OFFICE, LLC
CRD 301274 · SEC 801-115052
AUM
$366M
Regulatory assets under management
Employees
4
373 client accounts
Services offered by COLLECTIVE FAMILY OFFICE, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COLLECTIVE FAMILY OFFICE, LLC →
Introduction

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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
CFP

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Research
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