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Building 2HIGHLAND INVESTMENT ADVISORS LLC

Map pinPONTE VEDRA, FL
Phone414-755-2309
NotebookSEC #801-120113
Total AUM
$368.3M
Employees
11
Clients
605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
466 TOWN PLAZA AVE
STE 330
PONTE VEDRA
FL 32081
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
414-755-2309
Other Offices
2

ReceiptFinancials

Total AUM
$368.3M
Accounts
1,412
Discretionary
$367.3M
Accounts
1,409
Non-Discretionary
$980.6K
Accounts
3

ContactClients

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Individual Clients
533
AUM
$231.9M
HNW Individual Clients
60
AUM
$114.3M
Pension/Profit Sharing Plan Clients
5
AUM
$17.3M
Charitable Organization Clients
3
AUM
$3.4M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNNCNDOKORTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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