HIGHMARK WEALTH MANAGEMENT LLC

30 East 7th Street
Suite 3535
St. Paul, Minnesota 55101
Tel: 651-829-3300

About HIGHMARK WEALTH MANAGEMENT LLC

HIGHMARK WEALTH MANAGEMENT LLC, formally registered with the SEC as HIGHMARK WEALTH MANAGEMENT LLC. The firm was established in 07/25/2012. They have over 1 offices throughout the country.

HIGHMARK WEALTH MANAGEMENT LLC is a St. Paul, Minnesota based Financial Planning firm with nearly $483,654,320 assets under management, offering retirement planning & investment advisory services to 1479 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164790
SEC#	801-76896
Assets Managed by Firm	$483,654,320
No. of Clients	1479
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1479	$483,654,320
Individuals (other than high net worth individuals)	183	$46,576,720
High net worth individuals	147	$437,077,600

More Retirement Planning firms in St. Paul, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in St. Paul, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.