COLLECTIVE RETIREMENT SOLUTIONS LLC
CRD #327798 SEC #801-129172 BRYN MAWR, PA (610) 639-6333
SEC Registered Private Funds
Total AUM
$0
Discretionary
$0
Employees
1
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORGAN, THOMAS, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, THOMAS, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, WILLIAM, JOSEPH | I | MANAGING PARTNER | E | Control |
| HIGGINS, WILLIAM, JOSEPH | I | MANAGING PARTNER | E | Control |
| SPOUTING ROCK FINANCIAL PARTNERS, LLC | DE | MEMBER | C | Control |
| SPOUTING ROCK FINANCIAL PARTNERS, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PAGE, BLAKELY, CHAPMAN | I | SPOUTING ROCK FINANCIAL PARTNERS, LLC | D | Control |
| PAGE, BLAKELY, CHAPMAN | I | SPOUTING ROCK FINANCIAL PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Nov 7, 2023 REGISTERED
Notice Filings (1)
PA
Address
925 WEST LANCASTER AVENUESUITE 250
BRYN MAWR, PA 19010
United States
Phone: (610) 639-6333