Collective Family Office is an investment advisor in York with $371.00 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
833846867
SEC advisor number
801-115052
FINRA CRD number
301274
AUM ?
$366.36 mm
(as of 11 Mar 24)
Accounts
373
(as of 11 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22