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COLLECTIVE FAMILY OFFICE, LLC
COLLECTIVE FAMILY OFFICE, LLC
YORK, Pennsylvania
·
3 registered advisors
·
CRD# 301274
SEC# 801-115052
0
(717) 893-5055
01
Firm Overview
AUM
$366M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at COLLECTIVE FAMILY OFFICE, LLC
3 registered advisors
Brian David Luster
YORK, Pennsylvania
CRD# 5065637
David Scott Sivel
YORK, Pennsylvania
CRD# 2632323
Trevor Nathan Hoffman
YORK, Pennsylvania
CRD# 7085552
05
Office Locations
YORK, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. COLLECTIVE FAMILY OFFICE, LLC (CRD# 301274) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.