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Highland Investment Advisors Llc

Tel: 414-755-2309
1025 W Glen Oaks Ln
Ste 108
Mequon, Wisconsin  53092

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Highland Investment Advisors Llc

Highland Investment Advisors Llc is a Mequon, Wisconsin based financial advisory firm with nearly $$163,693,270 in assets under management and provides investment advisory services for 270 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

141694

SEC#:

801-120113

No. of Clients:

270

Assets under Management

$163,693,270

No. of Advisors:

6

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