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RETIREMENT COLLABORATIVE LLC
CRD 145733
2000 LINGLESTOWN ROAD, SUITE 303, HARRISBURG, PA, 17110, United States
Phone
717-395-9380
Fax
717-602-1016
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$44.9M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; ACCOUNT ACCEPTANCE FEE, TECHNOLOGY PLATFORM FEE
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $27.7M |
| High net worth individuals | 7 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD