CRD: 312627
Collaborative Financial Solutions LLC
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 04-13-2021
- Office Locations
- 1
Office Locations
233 Harvard Street #201 Brookline MA
About Collaborative Financial Solutions LLC
Collaborative Financial Solutions LLC is an independent RIA in Brookline, MA providing financial planning and portfolio management, including tax planning, retirement plan guidance, insurance, and business succession support, with a focus on entrepreneurs. Portfolios appear ETF-centric, with mutual funds and fixed income also used, and the firm works with custodians including Charles Schwab and LPL Financial.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$388.9K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Glacier
Client Personas
Vector meridian
Custodian
Alpha
Investment Vehicles
Value timber
Services
Foundation peak Summit alpha Value Meridian harbor Fusion delta Summit Zenith oak
Technology
Matrix prime
Owner & Executives
CRAIG HOWARD HARSFIELD
Chief Compliance Officer, PRINCIPAL
- CRD
- #4476167
- Ownership
- 75% or more
(489) 790-3205
foundation.matrix@crestcapital.com
in linkedin.com/in/insight-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Equity - Exchange:
39.1% Cash:
24.8% Equity - OTC:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,207,150,258 | 39.1% |
| Cash | $2,034,202,721 | 24.8% |
| Equity - OTC | $2,961,077,349 | 36.1% |
| Total | $8,202,430,328 | 100.0% |