159 Crocker Park Blvd., Suite 350
Cleveland, Ohio 44145-8132
Tel: 440-808-1500
HIGHLAND CONSULTING ASSOCIATES INC, formally registered with the SEC as HIGHLAND CONSULTING ASSOCIATES INC. The firm was established in 03/18/1994. They have over 1 offices throughout the country.
HIGHLAND CONSULTING ASSOCIATES INC. is a Cleveland, Ohio based Financial Planning firm with nearly $17,835,470,311 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 31 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109834 |
SEC# | 801-46040 |
Assets Managed by Firm | $17,835,470,311 |
No. of Clients | 425 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 425 | $17,835,470,311 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,358,969 |
High net worth individuals | 39 | $240,712,148 |
Pension and profit sharing plans | 95 | $16,518,680,767 |
Charitable organizations | 15 | $752,454,308 |
Corporations or other businesses | 5 | $314,108,640 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Cleveland, Ohio