Collie Financial Planning, Inc.
Collie Financial Planning, Inc. is an SEC-registered mass-market adviser in Black Mountain, NC with $162.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Collie Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134884, SEC 801-123192, data through 2026-02-22.
- AUM (assets under management / regulatory AUM)
- $162.9M (2026-02-22)
- Firm type
- Mass-Market Adviser
- Location
- Black Mountain, NC
- Employees
- 2
- Clients
- 243
- CRD
- 134884
- Ownership
- COLLIE, MICHAEL, REID
How much AUM does Collie Financial Planning, Inc. have?
Collie Financial Planning, Inc. reported $162.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-22).
Who owns Collie Financial Planning, Inc.?
Disclosed owners and executives of Collie Financial Planning, Inc. include COLLIE, MICHAEL, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.