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HIGHLAND ASSOCIATES INC

2545 Highland Avenue South
Suite 200
Birmingham, Alabama 35205
Tel: 205-933-8664

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About HIGHLAND ASSOCIATES INC

HIGHLAND ASSOCIATES INC, formally registered with the SEC as HIGHLAND ASSOCIATES INC. The firm was established in 08/21/1987. They have over 3 offices throughout the country.

HIGHLAND ASSOCIATES INC is a Birmingham, Alabama based Financial Planning firm with nearly $25,621,167,078 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104948
SEC#801-30248
Assets Managed by Firm$25,621,167,078
No. of Clients70
No. of Advisors20

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total70$25,621,167,078
High net worth individualsFewer than 5 clients$19,623,523
Pension and profit sharing plans17$6,038,694,129
Charitable organizations18$317,653,207
Corporations or other businesses28$13,361,761,205

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WAVERLY ADVISORS, LLC
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