COLLABORATIVE PORTFOLIO MANAGEMENT
Tel: 816-471-5556 10985 Cody Street Suite 140 Overland Park, Kansas 66210
About COLLABORATIVE PORTFOLIO MANAGEMENT
COLLABORATIVE PORTFOLIO MANAGEMENT is a Overland Park, Kansas based financial advisory firm with nearly $146,077,684 in assets under management and provides investment advisory services for 488 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
332929
Firm SEC#:
801-131107
Assets Under Management:
$146,077,684
No. of Clients:
488
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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