HIGHLAND INVESTMENT ADVISORS LLC

466 Town Plaza Ave
Ste 330
Ponte Vedra, Florida 32081
Tel: 414-755-2309

About HIGHLAND INVESTMENT ADVISORS LLC

HIGHLAND INVESTMENT ADVISORS LLC, formally registered with the SEC as HIGHLAND INVESTMENT ADVISORS LLC. The firm was established in 01/11/2021. They have over 3 offices throughout the country.

HIGHLAND INVESTMENT ADVISORS LLC is a Ponte Vedra, Florida based Financial Planning firm with nearly $308,526,690 assets under management, offering retirement planning & investment advisory services to 1305 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141694
SEC#	801-120113
Assets Managed by Firm	$308,526,690
No. of Clients	1305
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1305	$308,526,690
Individuals (other than high net worth individuals)	565	$187,617,611
High net worth individuals	57	$103,234,948
Pension and profit sharing plans	4	$13,416,536
Charitable organizations	3	$2,824,714
Corporations or other businesses	4	$1,432,881

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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