2150 E. Lake Cook Road
Suite 820
Buffalo Grove, Illinois 60089
Tel: 888-757-6610
HIGHVIEW CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HIGHVIEW CAPITAL MANAGEMENT, LLC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.
HIGHVIEW CAPITAL MANAGEMENT, LLC is a Buffalo Grove, Illinois based Financial Planning firm with nearly $363,611,405 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306195 |
SEC# | 801-121296 |
Assets Managed by Firm | $363,611,405 |
No. of Clients | 207 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 207 | $363,611,405 |
Individuals (other than high net worth individuals) | 9 | $1,492,023 |
High net worth individuals | 64 | $350,559,554 |
Charitable organizations | Fewer than 5 clients | $11,559,828 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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