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Collie Financial Planning, Inc.

● SEC registered since 2022CRD 134884SEC# 801-123192Black Mountain, NC
Export (members)
Reg. AUM
$145.3M
Employees
2
Accounts
725
Location
Black Mountain, NC

Collie Financial Planning, Inc. assets under management

Collie Financial Planning, Inc. is an SEC-registered investment adviser based in Black Mountain, NC. The firm has been registered since 2022. It reports $145.3 million in regulatory assets under management and employs 2 people.
www.colliefp.comView on SEC.gov ↗

Collie Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Reid Collie ControlPresident/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Collie Financial Planning, Inc. manage?

Collie Financial Planning, Inc. reports $145.3 million in regulatory assets under management on its Form ADV.

How many employees does Collie Financial Planning, Inc. have?

Collie Financial Planning, Inc. reports 2 employees.

Where is Collie Financial Planning, Inc. located?

Collie Financial Planning, Inc. is based in Black Mountain, NC and has been SEC-registered since 2022.

Does Collie Financial Planning, Inc. disclose fund performance?

Collie Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address103 Black Mountain Ave, Suite 12, Black Mountain, NC 28711
Phone828-654-8830
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.3M
Non-discretionary$0
Total (RAUM)$145.3M