Overview
Assets Under Management: $309 million
Headquarters: PONTE VEDRA, FL
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
HIGHLAND INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141694), HIGHLAND INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
HIGHLAND INVESTMENT ADVISORS LLC is headquartered in PONTE VEDRA, FL.
HIGHLAND INVESTMENT ADVISORS LLC serves 57 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, HIGHLAND INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HIGHLAND INVESTMENT ADVISORS LLC manages $309 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, HIGHLAND INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
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