HIGHLAND ASSOCIATES INC

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

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 $23,574,716,836 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104948
SEC#	801-30248
Assets Managed by Firm	$23,574,716,836
No. of Clients	61
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	61	$23,574,716,836
Pension and profit sharing plans	15	$4,731,244,329
Charitable organizations	17	$538,269,521
Corporations or other businesses	23	$11,032,927,812

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