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COLLIE FINANCIAL PLANNING, INC.
CRD 134884 · SEC 801-123192
101 MIDLAND AVE, BLACK MOUNTAIN, NC, 28711, United States
Phone
828-654-8830
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.9M
Discretionary AUM
$162.9M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $58.8M |
| High net worth individuals | 54 | $102.9M |
| Charitable organizations | 1 | $1.2M |
States served
NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD