200 Clarendon Street
50th Floor
Boston, Massachusetts 02116
Tel: 617-406-6500
HIGHVISTA STRATEGIES LLC, formally registered with the SEC as HIGHVISTA STRATEGIES LLC. The firm was established in 03/26/2012. They have over 1 offices throughout the country.
HIGHVISTA STRATEGIES LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,375,707,300 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 70 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155759 |
| SEC# | 801-73524 |
| Assets Managed by Firm | $5,375,707,300 |
| No. of Clients | 42 |
| No. of Advisors | 70 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 42 | $5,375,707,300 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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