Collective Family Office, LLC

Collective Family Office, LLC (CRD# 301274) is a financial advisory firm headquartered in York, PA. They manage $366,360,496 in 373 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
235 St. Charles Way, Suite 200, York, PA 17402
https://www.collectivefamilyoffice.com/
By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $982,200
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, NY, PA

Financial Advisors at Collective Family Office, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Luster, financial advisor York PA
Brian D. Luster
CRD#: 5065637
235 St. Charles Way, Suite 200, York, PA 17402

Brian Luster (CRD# 5065637) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 14 years of experience in the finance industry.

2
David Sivel, financial advisor York PA
David S. Sivel
CRD#: 2632323
235 St. Charles Way, Suite 200, York, PA 17402

David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 22 years of experience in the finance industry.

3
Trevor Hoffman, financial advisor York PA
Trevor N. Hoffman
CRD#: 7085552
235 St. Charles Way, Suite 200, York, PA 17402

Trevor Hoffman (CRD# 7085552) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.

4
Noah Leftridge, financial advisor York PA
Noah C. Leftridge
CRD#: 7822613
235 St. Charles Way, Suite 200, York, PA 17402

Noah Leftridge (CRD# 7822613) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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