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Building 2HIGHLAND FINANCIAL ADVISORS, LLC

Map pinWAYNE, NJ
Phone973-557-2933
NotebookSEC #801-64369
Total AUM
$640M
Employees
12
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1680 ROUTE 23
SUITE 210
WAYNE
NJ 07470
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
973-557-2933

ReceiptFinancials

Total AUM
$640M
Accounts
1,151
Discretionary
$640M
Accounts
1,151
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$70.7M
HNW Individual Clients
139
AUM
$510.1M
Pension/Profit Sharing Plan Clients
33
AUM
$56M
Charitable Organization Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYPATX

HandshakeAffiliates

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

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