COLLABORATIVE FINANCIAL SOLUTIONS LLC

COLLABORATIVE FINANCIAL SOLUTIONS LLC of BROOKLINE, MA is an SEC-registered investment adviser (CRD 312627). Regulatory assets under management: $14.0M.

Registration

• CRD: 312627
• Type: Registered investment adviser
• Location: 233 HARVARD STREET, BROOKLINE, MA, 02446
• Phone: 781-519-2338
• Latest filing: 2026-03-27
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312627 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search