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Building 2COLLIE FINANCIAL PLANNING, INC.

Map pinBLACK MOUNTAIN, NC
Phone828-654-8830
NotebookSEC #801-123192
Total AUM
$162.9M
Employees
2
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MIDLAND AVE
BLACK MOUNTAIN
NC 28711
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
828-654-8830
Other Offices
1

ReceiptFinancials

Total AUM
$162.9M
Accounts
732
Discretionary
$162.9M
Accounts
732
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$58.8M
HNW Individual Clients
54
AUM
$102.9M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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