COLLECTIVE FAMILY OFFICE, LLC

COLLECTIVE FAMILY OFFICE, LLC of YORK, PA is an SEC-registered investment adviser (CRD 301274). Regulatory assets under management: $533.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
David Scott SivelMANAGING MEMBER
Trevor Nathan HoffmanMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Brian David LusterMANAGING MEMBER
LUSTER BRIAN DAVIDMANAGING MEMBER
HOFFMAN DONALD NATHANMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
SIVEL DAVID SCOTTMANAGING MEMBER

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