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Managing Member/chief Compliance Officer · Collective Family Office, LLC

Trevor N. Hoffman

CRD 7085552 · Named on Form ADV at one SEC-registered adviser

At a glance

Collective Family Office, LLC, an SEC-registered wealth manager based in York, PA with $533 million in regulatory assets, lists Trevor N. Hoffman on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Trevor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.