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Home > Retirement Planners > north carolina > black mountain > COLLIE FINANCIAL PLANNING, INC.
COLLIE FINANCIAL PLANNING, INC.
103 Black Mountain Ave
Suite 12
Black Mountain, North Carolina 28711
Tel: 828-654-8830
About COLLIE FINANCIAL PLANNING, INC.
COLLIE FINANCIAL PLANNING, INC, formally registered with the SEC as COLLIE FINANCIAL PLANNING, INC. The firm was established in 02/08/2022. They have over 2 offices throughout the country.
COLLIE FINANCIAL PLANNING, INC. is a Black Mountain, North Carolina based Financial Planning firm with nearly $145,304,968 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134884 |
| SEC# | 801-123192 |
| Assets Managed by Firm | $145,304,968 |
| No. of Clients | 725 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 725 | $145,304,968 |
| Individuals (other than high net worth individuals) | 186 | $52,146,973 |
| High net worth individuals | 55 | $92,105,037 |
| Charitable organizations | 1 | $1,052,958 |
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