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HIGHLAND FINANCIAL ADVISORS, LLC
1680 Route 23
Suite 210
Wayne, New Jersey 7470
Tel: 973-557-2933
About HIGHLAND FINANCIAL ADVISORS, LLC
HIGHLAND FINANCIAL ADVISORS, LLC, formally registered with the SEC as HIGHLAND FINANCIAL ADVISORS, LLC. The firm was established in 06/23/2005. They have over 1 offices throughout the country.
HIGHLAND FINANCIAL ADVISORS, LLC is a Wayne, New Jersey based Financial Planning firm with nearly $332,889,475 assets under management, offering retirement planning & investment advisory services to 896 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 125838 |
| SEC# | 801-64369 |
| Assets Managed by Firm | $332,889,475 |
| No. of Clients | 896 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 896 | $332,889,475 |
| Individuals (other than high net worth individuals) | 124 | $46,078,449 |
| High net worth individuals | 83 | $251,488,588 |
| Pension and profit sharing plans | 26 | $33,402,300 |
| Charitable organizations | Fewer than 5 clients | $1,920,138 |
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