COLLABORATIVE FINANCIAL PARTNERS LLC
CRD #289444 SEC #801-111094 COLUMBUS, OH (614) 799-2900
SEC Registered
Total AUM
$103.2M
Discretionary
$85.6M
Employees
6
Clients
51
Accounts
836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $103.2M | $85.6M | $17.6M | 6 | 0 |
| Mar 2021 | $93.5M | $78.2M | $15.3M | 6 | 0 |
| Dec 2020 | $118.2M | $100M | $18.2M | 3 | 0 |
| Jun 2020 | $118.2M | $100M | $18.2M | 6 | 0 |
| Jun 2020 | $118.2M | $100M | $18.2M | 6 | 0 |
| Apr 2020 | $118.2M | $100M | $18.2M | 6 | 0 |
| Apr 2020 | $118.2M | $100M | $18.2M | 6 | 0 |
| Mar 2020 | $118.2M | $100M | $18.2M | 6 | 0 |
| Dec 2019 | $128M | $80M | $48M | 6 | 0 |
| Apr 2019 | $128M | $80M | $48M | 6 | 0 |
| Mar 2019 | $128M | $80M | $48M | 6 | 0 |
| Mar 2018 | $100.6M | $66M | $34.6M | 6 | 0 |
| Dec 2017 | $100.6M | $66M | $34.6M | 6 | 0 |
DateMar 2022
Total AUM$103.2M
Discretionary$85.6M
Non-Disc.$17.6M
Employees6
Clients0
DateMar 2021
Total AUM$93.5M
Discretionary$78.2M
Non-Disc.$15.3M
Employees6
Clients0
DateDec 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees3
Clients0
DateJun 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees6
Clients0
DateJun 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees6
Clients0
DateApr 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees6
Clients0
DateApr 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees6
Clients0
DateMar 2020
Total AUM$118.2M
Discretionary$100M
Non-Disc.$18.2M
Employees6
Clients0
DateDec 2019
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees6
Clients0
DateApr 2019
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees6
Clients0
DateMar 2019
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees6
Clients0
DateMar 2018
Total AUM$100.6M
Discretionary$66M
Non-Disc.$34.6M
Employees6
Clients0
DateDec 2017
Total AUM$100.6M
Discretionary$66M
Non-Disc.$34.6M
Employees6
Clients0