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COLLABORATIVE PORTFOLIO MANAGEMENT

COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD 332929 · SEC 801-131107

Visit website

10985 CODY STREET, SUITE 140, OVERLAND PARK, KS, 66210, United States

Phone

816-471-5556

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$178.7M

Discretionary AUM

$178.7M

Team

4 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals114$29.7M
High net worth individuals68$122.3M

States served

CA, KS, MO, TX

All web addresses on file

Official SEC filing: View on IAPD