COLLIE FINANCIAL PLANNING, INC.
CRD #134884 SEC #801-123192 BLACK MOUNTAIN, NC 828-654-8830
SEC Registered
Total AUM
$145.3M
Discretionary
$145.3M
Employees
2
Clients
101
Accounts
725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $145.3M | $145.3M | $0 | 2 | 0 |
| Feb 2025 | $145.3M | $145.3M | $0 | 2 | 0 |
| Mar 2024 | $120.1M | $120.1M | $0 | 2 | 0 |
| Mar 2024 | $120.1M | $120.1M | $0 | 2 | 0 |
| Sep 2023 | $104.4M | $104.4M | $0 | 2 | 1 |
| Jun 2023 | $104.4M | $104.4M | $0 | 1 | 1 |
| Feb 2023 | $104.4M | $104.4M | $0 | 1 | 1 |
| Aug 2022 | $126.6M | $126.6M | $0 | 1 | 0 |
| Feb 2022 | $126.6M | $126.6M | $0 | 1 | 0 |
| Jan 2022 | $126.6M | $126.6M | $0 | 1 | 0 |
| Jan 2022 | $126.6M | $126.6M | $0 | 1 | 0 |
DateSep 2025
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees2
Clients1
DateJun 2023
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees1
Clients1
DateFeb 2023
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees1
Clients1
DateAug 2022
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees1
Clients0