Collective Family Office, LLC is a large advisory firm based in York. It manages $104.07 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Pennsylvania.
Collective Family Office provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Collective Family Office, LLC is $104.07 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Collective Family Office, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Collective Family Office is high net worth individuals with 19 clients and $103.73 million of assets under management. Among the 12 most similar advisory firms, Collective Family Office has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $104.07 million for 21 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Collective Family Office doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Collective Family Office, LLC performs its advisory services is located at 235 St. Charles Way, York, PA 17402 The mailing address of the firm is 235 St. Charles Way, York, PA 17402. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 296-1584. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at collectivefamilyoffice.com.