Overview
Assets Under Management: $2.8 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 5
Average Client Assets: $12.4 million
Frequently Asked Questions
HIGHMORE GROUP 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 #174419), HIGHMORE GROUP is subject to fiduciary duty under federal law.
HIGHMORE GROUP is headquartered in NEW YORK, NY.
HIGHMORE GROUP serves 5 high-net-worth clients according to their SEC filing dated April 25, 2024. View client details ↓
According to their SEC Form ADV, HIGHMORE GROUP offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HIGHMORE GROUP manages $2.8 billion in client assets according to their SEC filing dated April 25, 2024.
According to their SEC Form ADV, HIGHMORE GROUP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.19%
Average Client Assets: $12.4 million
Total Client Accounts: 23
Discretionary Accounts: 21
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 174419
Filing ID: 1869934
Last Filing Date: 2024-04-25 10:52:00