HIGHLAND CONSULTING ASSOCIATES INC.

159 Crocker Park Blvd., Suite 350
Cleveland, Ohio 44145-8132
Tel: 440-808-1500

About HIGHLAND CONSULTING ASSOCIATES INC.

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 $15,697,224,104 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109834
SEC#	801-46040
Assets Managed by Firm	$15,697,224,104
No. of Clients	439
No. of Advisors	28

Fee Structure

A Percentage of AUM
Hourly charges
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	439	$15,697,224,104
Individuals (other than high net worth individuals)	Fewer than 5 clients	$3,037,431
High net worth individuals	38	$220,004,840
Pension and profit sharing plans	95	$14,456,395,648
Charitable organizations	13	$739,869,281
Corporations or other businesses	Fewer than 5 clients	$272,212,962

Inquire with HIGHLAND CONSULTING ASSOCIATES INC.

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