Active
COLLECTIVE FAMILY OFFICE, LLC
Investment Advice|YORK, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$451.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 446.4M |
| Non-Discretionary | 5.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 301274 |
| SEC Number | 801-115052 |
| Street Address | 235 ST. CHARLES WAY |
| Street Address 2 | SUITE 200 |
| Location | YORK, PA 17402 |
| Country | United States |
| Phone | (717) 893-5055 |
| Total Employees | 4 |
Client Count by Type (127 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 72 |
| Individuals (other than H… | 52 |
| Corporations/Businesses | 2 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
BOROUGH OF ABBOTTSTOWN
BOROUGH OF DILLSBURG
BOROUGH OF JEFFERSON
CITY OF YORK
COUNTY OF YORK
HOPEWELL TOWNSHIP-YORK COUNTY
TOWNSHIP OF CONEWAGO
TOWNSHIP OF FAIRVIEW
TOWNSHIP OF FAWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF HOPEWELL
TOWNSHIP OF JACKSON
TOWNSHIP OF MANHEIM
TOWNSHIP OF PARADISE
TOWNSHIP OF PENN
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF WARRINGTON
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WINDSOR
BOROUGH OF ABBOTTSTOWN
BOROUGH OF DILLSBURG
BOROUGH OF JEFFERSON
CITY OF YORK
COUNTY OF YORK
HOPEWELL TOWNSHIP-YORK COUNTY
TOWNSHIP OF CONEWAGO
TOWNSHIP OF FAIRVIEW
TOWNSHIP OF FAWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF HOPEWELL
TOWNSHIP OF JACKSON
TOWNSHIP OF MANHEIM
TOWNSHIP OF PARADISE
TOWNSHIP OF PENN
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF WARRINGTON
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WINDSOR
BOROUGH OF ABBOTTSTOWN
BOROUGH OF DILLSBURG
BOROUGH OF JEFFERSON
CITY OF YORK
COUNTY OF YORK
HOPEWELL TOWNSHIP-YORK COUNTY
TOWNSHIP OF CONEWAGO
TOWNSHIP OF FAIRVIEW
TOWNSHIP OF FAWN
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HEIDELBERG
TOWNSHIP OF HOPEWELL
TOWNSHIP OF JACKSON
TOWNSHIP OF MANHEIM
TOWNSHIP OF PARADISE
TOWNSHIP OF PENN
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF WARRINGTON
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WINDSOR
Municipal Government
21 Active
21
Organizations
ABBOTTSTOWN PARADISE JOINT SEWER AUTHORITY
CENTRAL PENNSYLVANIA TRANSPORTATION AUTHORITY
CONEWAGO TOWNSHIP SEWER AUTHORITY
EAST BERLIN AREA JOINT AUTHORITY
LOWER ALLEN TOWNSHIP AUTHORITY
NORTHEAST ADAMS FIRE & EMS
YORK COUNTY RAIL TRAIL AUTHORITY
YORK COUNTY SOLID WASTE AND REFUSE AUTHORITY
ABBOTTSTOWN PARADISE JOINT SEWER AUTHORITY
CENTRAL PENNSYLVANIA TRANSPORTATION AUTHORITY
CONEWAGO TOWNSHIP SEWER AUTHORITY
EAST BERLIN AREA JOINT AUTHORITY
LOWER ALLEN TOWNSHIP AUTHORITY
NORTHEAST ADAMS FIRE & EMS
YORK COUNTY RAIL TRAIL AUTHORITY
YORK COUNTY SOLID WASTE AND REFUSE AUTHORITY
ABBOTTSTOWN PARADISE JOINT SEWER AUTHORITY
CENTRAL PENNSYLVANIA TRANSPORTATION AUTHORITY
CONEWAGO TOWNSHIP SEWER AUTHORITY
EAST BERLIN AREA JOINT AUTHORITY
LOWER ALLEN TOWNSHIP AUTHORITY
NORTHEAST ADAMS FIRE & EMS
YORK COUNTY RAIL TRAIL AUTHORITY
YORK COUNTY SOLID WASTE AND REFUSE AUTHORITY
Special District
8 Active
8
Organizations
YORK COUNTY SCHOOL OF TECHNOLOGY AUTHORITY
YORK COUNTY SCHOOL OF TECHNOLOGY AUTHORITY
YORK COUNTY SCHOOL OF TECHNOLOGY AUTHORITY
School District
1 Active
1
Organizations
108 COMMUNITY ORGANIZATION INC
12TH WARD INDEPENDENT DEMOCRATIC CLUB
13TH WARD POLITICAL CLUB
3 ACRES ROD & GUN CLUB INC
3P RIDE INC
4 AYDEN STRONG FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
108 COMMUNITY ORGANIZATION INC
12TH WARD INDEPENDENT DEMOCRATIC CLUB
13TH WARD POLITICAL CLUB
3 ACRES ROD & GUN CLUB INC
3P RIDE INC
4 AYDEN STRONG FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
108 COMMUNITY ORGANIZATION INC
12TH WARD INDEPENDENT DEMOCRATIC CLUB
13TH WARD POLITICAL CLUB
3 ACRES ROD & GUN CLUB INC
3P RIDE INC
4 AYDEN STRONG FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1543 Active
1543
Organizations
Community Partners80 organizations
BOROUGH OF ABBOTTSTOWN
Municipal Government·ABBOTTSTOWN
CITY OF YORK
Municipal Government·YORK
HOPEWELL TOWNSHIP-YORK COUNTY
Municipal Government·STEWARTSTOWN
TOWNSHIP OF FAWN
Municipal Government·NEW PARK
TOWNSHIP OF HEIDELBERG
Municipal Government·HANOVER
TOWNSHIP OF PARADISE
Municipal Government·ABBOTTSTOWN
YORK COUNTY
Municipal Government·YORK
ABBOTTSTOWN PARADISE JOINT SEWER AUTHORITY
Special District·ABBOTTSTOWN
CENTRAL PENNSYLVANIA TRANSPORTATION AUTHORITY
Special District·YORK
CONEWAGO TOWNSHIP SEWER AUTHORITY
Special District·YORK
EAST BERLIN AREA JOINT AUTHORITY
Special District·EAST BERLIN
LOWER ALLEN TOWNSHIP AUTHORITY
Special District·NEW CUMBERLAND
NORTHEAST ADAMS FIRE & EMS
Special District·EAST BERLIN
YORK COUNTY RAIL TRAIL AUTHORITY
Special District·SEVEN VALLEYS
YORK COUNTY SCHOOL OF TECHNOLOGY AUTHORITY
School District·YORK
108 COMMUNITY ORGANIZATION INC
Nonprofit Organization·York
12TH WARD INDEPENDENT DEMOCRATIC CLUB
Nonprofit Organization·YORK
13TH WARD POLITICAL CLUB
Nonprofit Organization·YORK
3 ACRES ROD & GUN CLUB INC
Nonprofit Organization·York
3P RIDE INC
Nonprofit Organization·York
4 AYDEN STRONG FOUNDATION
Nonprofit Organization·YORK
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·York
4-H CLUBS OF YORK COUNTY INC
Nonprofit Organization·SPRING GROVE
4 PAWS 4 A CAUSE
Nonprofit Organization·York
558 CODORUS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SPRING GROVE
700 BOWLING CLUBS OF AMERICA
Nonprofit Organization·Spring Grove
717 ELITE FLAG FOOTBALL COMMUNITY ORGANIZATION
Nonprofit Organization·YORK