$162.9M Total AUM
$162.9M Disc. AUM
7.7% 3Y CAGR
2 Employees
243 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-22-2015
- Office Locations
- 1
Office Locations
101 Midland AVE Black Mountain NC
About Collie Financial Planning, Inc.
Collie Financial Planning, Inc. is an independent, fee-only RIA providing comprehensive financial planning and investment management for individuals and families across life stages, plus retirement plan services for small and mid-sized businesses. Planning work spans retirement, tax, estate, charitable, and education goals, with a focus on building and executing strategic, detail-oriented plans.
Team overview
50 AVG AGE
$81.5M AVG AUM / ADVISOR
$670.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Asset Classes
Vertex glacier
Client Personas
Zenith
Investment Themes
Vector North north Glacier
Investment Vehicles
Legacy
Services
Beacon Bridge crest Timber vertex Delta unison Peak Delta
Owner & Executives
MICHAEL REID COLLIE
Chief Compliance Officer, President, Senior Advisor
- CRD
- #4306671
- Ownership
- 75% or more
(354) 229-2255
value.unison@pioneercapital.com
in linkedin.com/in/summit-signal
Showing 1 of 1 owners & executives
Unlock allContacts
Logan Michael Collie
Associate Advisor
- CRD
- #7216489
(442) 346-1590
ridge.optima@ridgecapital.com
in linkedin.com/in/element-wave
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,924,000 | $222,574 |
| Non-Discretionary | $0 | -- |
| Total | $162,924,000 | $222,574 |
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Separately Managed Accounts
Total SMA Asset: $162,924,000
Public Funds:
21.1% Equity - Exchange:
11.1% Cash:
14.1% Corporate - Investment Grade:
21.2% Municipal Bonds:
10.5% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $183,919,831 | 21.1% |
| Equity - Exchange | $96,754,034 | 11.1% |
| Cash | $122,903,773 | 14.1% |
| Corporate - Investment Grade | $184,791,489 | 21.2% |
| Municipal Bonds | $91,524,087 | 10.5% |
| U.S. Government/Agency | $191,764,753 | 22.0% |
| Total | $871,657,967 | 100.0% |