COLLECTIVE FAMILY OFFICE, LLC
CRD #301274 SEC #801-115052 YORK, PA (717) 893-5055
SEC Registered
Total AUM
$451.7M
Discretionary
$446.4M
Employees
4
Clients
--
Accounts
436
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $451.7M | $446.4M | $5.4M | 4 | 0 |
| Feb 2025 | $366.4M | $361.7M | $4.6M | 4 | 0 |
| Apr 2024 | $366.4M | $361.7M | $4.6M | 4 | 0 |
| Mar 2024 | $366.4M | $361.7M | $4.6M | 4 | 0 |
| Jul 2023 | $314.4M | $311.7M | $2.8M | 3 | 0 |
| Mar 2023 | $314.4M | $311.7M | $2.8M | 3 | 0 |
| Mar 2022 | $371M | $370M | $990.7K | 3 | 0 |
| Mar 2021 | $274.2M | $273.3M | $905.5K | 3 | 0 |
| Jun 2020 | $125.9M | $125.3M | $563.2K | 3 | 0 |
| May 2020 | $125.9M | $125.3M | $563.2K | 3 | 0 |
| Feb 2020 | $125.9M | $125.3M | $563.2K | 3 | 0 |
| Oct 2019 | $104.1M | $103.6M | $471.8K | 3 | 0 |
| Aug 2019 | $104.1M | $103.6M | $471.8K | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Jun 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$451.7M
Discretionary$446.4M
Non-Disc.$5.4M
Employees4
Clients0
DateFeb 2025
Total AUM$366.4M
Discretionary$361.7M
Non-Disc.$4.6M
Employees4
Clients0
DateApr 2024
Total AUM$366.4M
Discretionary$361.7M
Non-Disc.$4.6M
Employees4
Clients0
DateMar 2024
Total AUM$366.4M
Discretionary$361.7M
Non-Disc.$4.6M
Employees4
Clients0
DateJul 2023
Total AUM$314.4M
Discretionary$311.7M
Non-Disc.$2.8M
Employees3
Clients0
DateMar 2023
Total AUM$314.4M
Discretionary$311.7M
Non-Disc.$2.8M
Employees3
Clients0
DateMar 2022
Total AUM$371M
Discretionary$370M
Non-Disc.$990.7K
Employees3
Clients0
DateMar 2021
Total AUM$274.2M
Discretionary$273.3M
Non-Disc.$905.5K
Employees3
Clients0
DateJun 2020
Total AUM$125.9M
Discretionary$125.3M
Non-Disc.$563.2K
Employees3
Clients0
DateMay 2020
Total AUM$125.9M
Discretionary$125.3M
Non-Disc.$563.2K
Employees3
Clients0
DateFeb 2020
Total AUM$125.9M
Discretionary$125.3M
Non-Disc.$563.2K
Employees3
Clients0
DateOct 2019
Total AUM$104.1M
Discretionary$103.6M
Non-Disc.$471.8K
Employees3
Clients0
DateAug 2019
Total AUM$104.1M
Discretionary$103.6M
Non-Disc.$471.8K
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0