COLLIE FINANCIAL PLANNING, INC. of BLACK MOUNTAIN, NC is an SEC-registered investment adviser (CRD 134884). Regulatory assets under management: $162.9M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Reid Collie | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| COLLIE MICHAEL REID | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |