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Collie Financial Planning
Collie Financial Planning was founded in 2005. The firm functions as a US-registered investment advisor. Services center on portfolio management, financial...
Overview
Collie Financial Planning was founded in 2005. The firm functions as a US-registered investment advisor. Services center on portfolio management, financial planning, and investment management. Clients include individuals, high-net-worth individuals, corporate pensions, and corporations. Geographic focus remains within the United States. No public data exists on team size, additional offices, or vehicles beyond the core advisory business. No operational events from the last 24 months appear in available records. The firm follows a conventional RIA model with no disclosed hybrid structures, co-investor clubs, or succession arrangements tied to operating companies.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Black Mountain
Corporate office
Black Mountain, NC, United States
Frequently asked questions
Who runs investment decisions at Collie Financial Planning?
No named principals or CIO appear in public records.
Does Collie Financial Planning participate in fund commitments or only direct deals?
Available information shows standard advisory services without fund commitments or direct deal activity disclosed.
What investment stages does Collie Financial Planning typically target?
No stage-specific focus is stated in source material.
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