Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > ponte vedra > HIGHLAND INVESTMENT ADVISORS LLC
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 |
More Retirement Planning firms in Ponte Vedra, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Ponte Vedra, Florida