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Michael Lee Milojevich

HIGHLAND PRIVATE WEALTH MANAGEMENT·BELLEVUE, Washington
Clean recordHIGHLAND PRIVATE WEALTH MANAGEMENT
10900 NE 8TH STREET, BELLEVUE, WA 98004CRD# 5298204Firm CRD# 109532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lee Milojevich · BELLEVUE, WA
Registration
CRD #5298204 · HIGHLAND PRIVATE WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Lee Milojevich is a registered financial advisor based in BELLEVUE, Washington, affiliated with HIGHLAND PRIVATE WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HIGHLAND PRIVATE WEALTH MANAGEMENT
HIGHLAND PRIVATE WEALTH MANAGEMENT
AUM
$1.3B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at HIGHLAND PRIVATE WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5298204
Firm CRD# 109532
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Lee Milojevich offer?
Michael Lee Milojevich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Michael Lee Milojevich's credentials?
Michael Lee Milojevich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Milojevich located?
Michael Lee Milojevich is based in BELLEVUE, Washington, working with HIGHLAND PRIVATE WEALTH MANAGEMENT. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Michael Lee Milojevich charge for services?
Michael Lee Milojevich'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 HIGHLAND PRIVATE WEALTH MANAGEMENT?
HIGHLAND PRIVATE WEALTH MANAGEMENT has approximately 16 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGHLAND PRIVATE WEALTH MANAGEMENT

Jeffrey Warren Edgbert
BELLEVUE, WA
Michael Robert Greene
BELLEVUE, WA
Robert Mark Wuflestad
BELLEVUE, WA
Benjamin Wicks
BELLEVUE, WA
John Chris Christianson
BELLEVUE, WA

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