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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Collaborative Portfolio Management LLC
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|---|---|
| CRD # | 332929 |
| SEC # | 801-131107 |
| CIK # | |
| AUM | $146.1 M (2025-02-27) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 816-471-5556 |
| Address | 10985 Cody Street Overland Park, KS 66210 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 23.3 |
| (b) Individuals (high net worth individuals) | 67 | 114.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 146.1 |
| By Discretionary | ||
| Discretionary | 488 | 146.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 146.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.1 | |
| Total | 488 | 146.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |
|
Floyd Financial Group LLC
✚
|
MO | 0.1 |
|
Olson Investment Advisors LLC
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|
0.1 | |
|
Dolan Capital Advisors LLC
✚
|
NC | 0.1 |
|
Eltringham Wealth Partners LLC
✚
|
OH | 0.1 |
|
Gladwyn Financial Advisors Inc
✚
|
0.1 | |
|
Trotta John NMN
✚
|
NY | 0.1 |
|
CFS Cubic Financial Services Inc
✚
|
0.1 | |
|
Merrithew & Thorsten Inc
✚
|
CA | 0.1 |
|
Corbett Road Capital Management LLC
✚
|
VA | 0.1 |