Noah
Leftridge
Collective Family Office, LLC
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About this Advisor
Noah Leftridge is a financial advisor based in York, Pennsylvania, working with Collective Family Office, LLC. Noah has previously held positions at Collective Family Office, LLC, South Eastern School District, York College Of Pa, and Eisenhart & Co. Cpas. Noah has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Noah is part of Collective Family Office, LLC, which operates out of York, Pennsylvania. The firm has 4 employees and manages assets totaling $366.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Collective Family Office, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Collective Family Office, LLC Brokerage Details
$366,360,496
4
373
$982,200
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Noah Leftridge Work History
Collective Family Office, LLC
Collective Family Office, LLC
Eisenhart & Co. Cpas
Eisenhart & Co. Cpas
York College Of Pa
South Eastern School District
Disclosures
Please visit the SEC profile of Noah Leftridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collective Family Office, LLC
York, PA
York, PA
York, PA
York, PA
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