COLLECTIVE FAMILY OFFICE, LLC
Tel: (717) 893-5055 235 St. Charles Way Suite 200 York, Pennsylvania 17402
About COLLECTIVE FAMILY OFFICE, LLC
COLLECTIVE FAMILY OFFICE, LLC is a York, Pennsylvania based financial advisory firm with nearly $451,736,494 in assets under management and provides investment advisory services for 436 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
301274
Firm SEC#:
801-115052
Assets Under Management:
$451,736,494
No. of Clients:
436
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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