C
$178.7M Total AUM
$178.7M Disc. AUM
-- 3Y CAGR
4 Employees
182 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Alerus · Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 09-16-2024
- Office Locations
- 1
Office Locations
10985 Cody Street Suite 140 Overland Park KS
About Collaborative Portfolio Management
Collaborative Portfolio Management is a Overland Park-based RIA. The firm has been operating for 1 years. Managing $178.7M in total assets under management, with 4 advisory representatives. They custody assets with Alerus and Capital Group. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
65 AVG AGE
$44.7M AVG AUM / ADVISOR
$982.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Glacier
Custodian
Oak foundation Meridian Legacy
Investment Themes
Radial Oak
Investment Vehicles
Signal horizon
Services
Oak Meridian north Vector crest Vertex prime Summit Value
Technology
Foundation ember
Owner & Executives
JOHN PATRICK ORINDGREFF
Chief Compliance Officer
- CRD
- #2114466
- Ownership
- Less than 5%
(371) 774-5119
momentum.alpha@momentumcapital.com
in linkedin.com/in/frontier-pioneer
R
RESA ANN THOMAS
Owner
- CRD
- #6147602
- Ownership
- Less than 5%
(730) 725-2618
summit.zenith@timbercapital.com
in linkedin.com/in/unison-focus
Showing 2 of 2 owners & executives
Unlock allContacts
J
James DeJulio
--
- CRD
- #1002774
(927) 793-6025
glacier.catalyst@unisoncapital.com
in linkedin.com/in/alpha-capital
Mychal Masterson
--
- CRD
- #7644392
(840) 748-4875
crest.peak@ridgecapital.com
in linkedin.com/in/optima-peak
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,738,625 | $344,390 |
| Non-Discretionary | $0 | -- |
| Total | $178,738,625 | $344,390 |
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Separately Managed Accounts
Total SMA Asset: $178,738,625
Public Funds:
41.0% Cash:
22.4% U.S. Government/Agency:
21.1% Municipal Bonds:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,109,937,036 | 41.0% |
| Cash | $606,404,624 | 22.4% |
| U.S. Government/Agency | $571,211,499 | 21.1% |
| Municipal Bonds | $419,610,343 | 15.5% |
| Total | $2,707,163,502 | 100.0% |