2545 Highland Avenue South
Suite 200
Birmingham, Alabama 35205
Tel: 205-933-8664
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104948 |
SEC# | 801-30248 |
Assets Managed by Firm | $25,621,167,078 |
No. of Clients | 70 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 70 | $25,621,167,078 |
High net worth individuals | Fewer than 5 clients | $19,623,523 |
Pension and profit sharing plans | 17 | $6,038,694,129 |
Charitable organizations | 18 | $317,653,207 |
Corporations or other businesses | 28 | $13,361,761,205 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$15,576,353,344 | 2 | 29 | |
$8,104,824,585 | 57 | 165 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $8,102,484,548 | 476 | 55 |
$6,097,070,330 | 978 | 39 | |
$5,775,807,497 | 6702 | 83 |
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