850 Ridge Lake Blvd
Suite 205
Memphis, Tennessee 38120
Tel: 901-761-9500
HIGHLAND CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HIGHLAND CAPITAL MANAGEMENT, LLC. The firm was established in 07/21/1972. They have over 3 offices throughout the country.
HIGHLAND CAPITAL MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $3,100,659,199 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104842 |
SEC# | 801-8762 |
Assets Managed by Firm | $3,100,659,199 |
No. of Clients | 953 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 953 | $3,100,659,199 |
Individuals (other than high net worth individuals) | 178 | $53,902,662 |
High net worth individuals | 445 | $837,397,987 |
Pension and profit sharing plans | 159 | $985,056,530 |
Charitable organizations | 62 | $463,419,133 |
Corporations or other businesses | 13 | $34,458,830 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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