# Collaborative Financial Solutions LLC

Collaborative Financial Solutions LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/craigharsfield

## Regulatory record

- **CRD number:** 312627
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312627

## About

COLLABORATIVE FINANCIAL SOLUTIONS LLC is a state-registered investment adviser in BROOKLINE, MA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Financial Planning

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- [THE RETIREMENT SMITH LLC](https://altss.com/profile/the-retirement-smith-llc)
- [Forte Capital Management III L.L.C.](https://altss.com/profile/forte-capital-management-iii-llc)

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Last updated: 2026-07-06T01:24:14.351Z

Canonical page: https://altss.com/profile/collaborative-financial-solutions-llc

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