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Trevor Nathan Hoffman

COLLECTIVE FAMILY OFFICE, LLC·YORK, Pennsylvania
Unclaimed Profile
235 ST. CHARLES WAY, YORK, PA 17402CRD# 7085552Firm CRD# 301274
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
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
No disclosures on file
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 in YORK
Edward Stanley Crooks — ECA INVESTMENT GROUP INCBrian David Selby — ECA INVESTMENT GROUP INCBrandon Edward Crooks — ECA INVESTMENT GROUP INCBrian David Luster — COLLECTIVE FAMILY OFFICE, LLCBonnie Mae Stiles — ECA INVESTMENT GROUP INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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