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Michael Reid Collie

COLLIE FINANCIAL PLANNING, INC.·BLACK MOUNTAIN, North Carolina
Unclaimed Profile
103 BLACK MOUNTAIN AVE, BLACK MOUNTAIN, NC 28711CRD# 4306671Firm CRD# 134884
01

About

Michael Reid Collie is a registered financial advisor based in BLACK MOUNTAIN, North Carolina, affiliated with COLLIE FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COLLIE FINANCIAL PLANNING, INC.
COLLIE FINANCIAL PLANNING, INC.
AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COLLIE FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4306671
Firm CRD# 134884
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Reid Collie offer?
Michael Reid Collie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLACK MOUNTAIN, North Carolina for a consultation.
What are Michael Reid Collie's credentials?
Michael Reid Collie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Reid Collie located?
Michael Reid Collie is based in BLACK MOUNTAIN, North Carolina, working with COLLIE FINANCIAL PLANNING, INC.. Their office serves clients in the BLACK MOUNTAIN metropolitan area and surrounding communities.
How does Michael Reid Collie charge for services?
Michael Reid Collie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLIE FINANCIAL PLANNING, INC.?
COLLIE FINANCIAL PLANNING, INC. has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
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