Collie Financial Planning, Inc., NC — Investment Adviser | BuildTrust

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COLLIE FINANCIAL PLANNING, INC.

Investment AdviceBLACK MOUNTAIN, NC

Assets Under Management

$145.3M

Total AUM

Donut chart: Discretionary 145.3M
Category	Value
Discretionary	145.3M

Adviser Information

Field	Value
CRD Number	134884
SEC Number	801-123192
Street Address	103 BLACK MOUNTAIN AVE
Street Address 2	SUITE 12
Location	BLACK MOUNTAIN, NC 28711
Country	United States
Phone	828-654-8830
Total Employees	2

Client Count by Type (242 Total)

Horizontal bar chart: Individuals (other than H… 186, High Net Worth Individual… 55, Charitable Organizations 1
Category	Value
Individuals (other than H…	186
High Net Worth Individual…	55
Charitable Organizations	1