Overview
Assets Under Management: $309 million
Headquarters: PONTE VEDRA, FL
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.46
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,305
Discretionary Accounts: 1,305
Regulatory Filings
CRD Number: 141694
Last Filing Date: 2025-02-26 00:00:00
Website: https://highlandinvestmentadvisors.com