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

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.