COLLIE FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$162,924,000
Discretionary
$162,924,000
Non-discretionary
$0
Firm details
- CRD number
- 134884
- SEC file number
- 801-123192
- Main office
- BLACK MOUNTAIN, NC, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.COLLIEFP.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.