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 | 
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