Collaborative Financial Partners LLC
Collaborative Financial Partners LLC (CRD# 289444) is a financial advisory firm headquartered in Columbus, OH. They manage $103,229,878 in 836 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Collaborative Financial Partners LLC
By the Numbers
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Total Assets Under Management103MILLION
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Total Number of Accounts836ACCOUNTS
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Average Account Value$123,481
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, TX
Financial Advisors at Collaborative Financial Partners LLC
No Advisor Found.
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