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COLLABORATIVE FINANCIAL SOLUTIONS LLC
CRD 312627
233 HARVARD STREET, #201, BROOKLINE, MA, 02446, United States
Phone
781-519-2338
Fax
617-517-3240
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.5M |
| High net worth individuals | 10 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD