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HIGHLAND INVESTMENT ADVISORS LLC
CRD 141694 · SEC 801-120113
466 TOWN PLAZA AVE, STE 330, PONTE VEDRA, FL, 32081, United States
Phone
414-755-2309
Fax
414-755-2313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.3M
Discretionary AUM
$367.3M
Team
11 total employees; 10 advisory reps; 65 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 533 | $231.9M |
| High net worth individuals | 60 | $114.3M |
| Pension/profit sharing plans | 5 | $17.3M |
| Charitable organizations | 3 | $3.4M |
| Corporations/business entities | 4 | $1.3M |
States served
AZ, CA, IL, MN, NC, ND, OK, OR, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD