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HIGHLAND ASSOCIATES INC
BIRMINGHAM, AL
205-933-8664
SEC #801-30248Total AUM
$21B
Employees
19Clients
65Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2545 HIGHLAND AVENUE SOUTH
SUITE 200
BIRMINGHAM
AL 35205
United States
SUITE 200
BIRMINGHAM
AL 35205
United States
Operating Hours
8 AM UNTIL 5 PM
Monday - Friday
Monday - Friday
Phone
205-933-8664
Other Offices
1
Financials
Total AUM
$21B
Accounts
61Discretionary
$7.5B
Accounts
29Non-Discretionary
$13.5B
Accounts
32
Clients
Pooled Vehicle Clients
4AUM
$1.5B
Pension/Profit Sharing Plan Clients
16AUM
$6.2B
Charitable Organization Clients
15AUM
$692.7M
Insurance Company Clients
7AUM
$478.8M
Corporation or Business Clients
23AUM
$12.2B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALCAFLGAILINKSKYMOMSNCOHPASCTNWA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.