Overview
Assets Under Management: $564 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 173
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,810
Discretionary Accounts: 1,767
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 142106
Last Filing Date: 2025-01-29 00:00:00
Website: https://collaborativewealth.com