COLLIE FINANCIAL PLANNING, INC.

Tel: 828-654-8830 103 Black Mountain Ave Suite 12 Black Mountain, North Carolina 28711

About COLLIE FINANCIAL PLANNING, INC.

COLLIE FINANCIAL PLANNING, INC. is a Black Mountain, North Carolina based financial advisory firm with nearly $145,304,968 in assets under management and provides investment advisory services for 725 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

134884

Firm SEC#:

801-123192

Assets Under Management:

$145,304,968

No. of Clients:

725

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

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