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COLLIE FINANCIAL PLANNING, INC.
COLLIE FINANCIAL PLANNING, INC.
BLACK MOUNTAIN, North Carolina
·
1 registered advisor
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CRD# 134884
SEC# 801-123192
1
828-654-8830
01
Firm Overview
AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COLLIE FINANCIAL PLANNING, INC.
1 registered advisor
Michael Reid Collie
BLACK MOUNTAIN, North Carolina
CRD# 4306671
05
Office Locations
BLACK MOUNTAIN, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. COLLIE FINANCIAL PLANNING, INC. (CRD# 134884) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.