1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HIGHLAND CONSULTING ASSOCIATES INC.

Map pinCLEVELAND, OH
Phone440-808-1500
NotebookSEC #801-46040
Total AUM
$21.9B
Employees
28
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
159 CROCKER PARK BLVD., SUITE 350
CLEVELAND
OH 44145-8132
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
440-808-1500

ReceiptFinancials

Total AUM
$21.9B
Accounts
468
Discretionary
$609M
Accounts
56
Non-Discretionary
$21.3B
Accounts
412

ContactClients

View more in analytics →

Individual Clients
5
AUM
$3.3M
HNW Individual Clients
39
AUM
$309.5M
Pension/Profit Sharing Plan Clients
97
AUM
$19.7B
Charitable Organization Clients
18
AUM
$1.5B
Insurance Company Clients
1
AUM
$10.5M
Corporation or Business Clients
7
AUM
$355.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMIOHPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account