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Home > Retirement Planners > texas > lubbock > HIGH PLAINS INVESTMENT ADVISORS, INC.
HIGH PLAINS INVESTMENT ADVISORS, INC.
7021 Kewanee Ave.
Suite 5-102
Lubbock, Texas 79424
Tel: 806-793-7934
About HIGH PLAINS INVESTMENT ADVISORS, INC.
HIGH PLAINS INVESTMENT ADVISORS, INC, formally registered with the SEC as HIGH PLAINS INVESTMENT ADVISORS, INC. The firm was established in 09/22/2022. They have over 1 offices throughout the country.
HIGH PLAINS INVESTMENT ADVISORS, INC. is a Lubbock, Texas based Financial Planning firm with nearly $159,229,318 assets under management, offering retirement planning & investment advisory services to 415 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114404 |
| SEC# | 801-126221 |
| Assets Managed by Firm | $159,229,318 |
| No. of Clients | 415 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 415 | $159,229,318 |
| Individuals (other than high net worth individuals) | 108 | $28,300,213 |
| High net worth individuals | 23 | $60,934,885 |
| Charitable organizations | 11 | $69,994,220 |
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