COLLECTIVE FAMILY OFFICE, LLC

235 St. Charles Way
Suite 200
York, Pennsylvania 17402
Tel: (717) 893-5055

About COLLECTIVE FAMILY OFFICE, LLC

COLLECTIVE FAMILY OFFICE, LLC, formally registered with the SEC as COLLECTIVE FAMILY OFFICE, LLC. The firm was established in 04/22/2019. They have over 1 offices throughout the country.

COLLECTIVE FAMILY OFFICE, LLC is a York, Pennsylvania based Financial Planning firm with nearly $451,736,494 assets under management, offering retirement planning & investment advisory services to 436 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301274
SEC#	801-115052
Assets Managed by Firm	$451,736,494
No. of Clients	436
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	436	$451,736,494
Individuals (other than high net worth individuals)	52	$20,296,967
High net worth individuals	72	$422,944,900
Corporations or other businesses	2	$8,494,627

More Retirement Planning firms in York, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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