Trevor Nathan Hoffman

Employer firm

Collective Family Office, LLC CRD 301274

$533M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 07/2018
  Bny Mellon Wealth Management
  York, PA
• 07/2018 → 05/2019
  Bny Mellon Wealth Management
  York, PA
• 05/2019 → Present
  Collective Family Office, Llc
  York, PA

Other Businesses

Hoffman Farm Properties, LLC, non investment related, Gardners, Pennsylvania, agricultural and residential rental property, Owner/Managing Member, start date: June 2018, 0 Hours/month spent in this capacity. Mr. Hoffman is part owner of an agricultural and residential property and receives rental income from the property.

Other Names

• Trevor Hoffman