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Building 2HIGHLAND PRIVATE WEALTH MANAGEMENT

Map pinBELLEVUE, WA
Phone425-739-6500
NotebookSEC #801-56450
Total AUM
$1.3B
Employees
16
Clients
323

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 8TH STREET
SUITE 1122
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
425-739-6500

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,408
Discretionary
$1.3B
Accounts
1,351
Non-Discretionary
$15.1M
Accounts
57

ContactClients

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Individual Clients
67
AUM
$20.2M
HNW Individual Clients
165
AUM
$1.2B
Charitable Organization Clients
79
AUM
$41.2M
Corporation or Business Clients
12
AUM
$16.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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