COLLABORATIVE FINANCIAL PARTNERS LLC

COLUMBUS, Ohio·2 registered advisors·CRD# 289444
SEC# 801-1110941(614) 799-2900
01

Firm Overview

AUM
$103M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COLLABORATIVE FINANCIAL PARTNERS LLC

2 registered advisors
Christopher Kendall Johnson
COLUMBUS, Ohio
Meghan Marie Mader
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. COLLABORATIVE FINANCIAL PARTNERS LLC (CRD# 289444) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.