Unclaimed Profile

Brian Thomas Applegate

HIGHMARK CAPITAL MANAGEMENT, INC.·SAN FRANCISCO, California

HIGHMARK CAPITAL MANAGEMENT, INC.

350 CALIFORNIA STREET, 16TH FLOOR, SAN FRANCISCO, CA 94104CRD# 2303021Firm CRD# 109550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Thomas Applegate · SAN FRANCISCO, CA

Registration

CRD #2303021 · HIGHMARK CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Brian Thomas Applegate is a registered financial advisor based in SAN FRANCISCO, California, affiliated with HIGHMARK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

HIGHMARK CAPITAL MANAGEMENT, INC.

AUM

$8.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGHMARK CAPITAL MANAGEMENT, INC. →

Services

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2303021

Firm CRD# 109550

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Thomas Applegate offer?

Brian Thomas Applegate specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Brian Thomas Applegate's credentials?

Brian Thomas Applegate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Thomas Applegate located?

Brian Thomas Applegate is based in SAN FRANCISCO, California, working with HIGHMARK CAPITAL MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Brian Thomas Applegate charge for services?

Brian Thomas Applegate's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHMARK CAPITAL MANAGEMENT, INC.?

HIGHMARK CAPITAL MANAGEMENT, INC. has approximately 68 employees and manages $8.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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