COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
Legal name: COLLABORATIVE PORTFOLIO MANAGEMENT
CRD #332929 SEC #801-131107 OVERLAND PARK, KS 816-471-5556
SEC Registered
Total AUM
$146.1M
Discretionary
$146.1M
Employees
4
Clients
26
Accounts
488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $146.1M | $146.1M | $0 | 4 | 0 |
| Feb 2025 | $146.1M | $146.1M | $0 | 4 | 0 |
| Jan 2025 | $120.7M | $120.7M | $0 | 4 | 0 |
| Dec 2024 | $120.7M | $120.7M | $0 | 4 | 0 |
| Aug 2024 | $120.7M | $120.7M | $0 | 4 | 0 |
| Aug 2024 | $120.7M | $120.7M | $0 | 4 | 0 |
| Aug 2024 | $120.7M | $120.7M | $0 | 4 | 0 |
DateNov 2025
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0