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HIGHLAND INVESTMENT ADVISORS LLC
HIGHLAND INVESTMENT ADVISORS LLC
PONTE VEDRA, Florida
·
2 registered advisors
·
CRD# 141694
SEC# 801-120113
2
414-755-2309
01
Firm Overview
AUM
$314M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HIGHLAND INVESTMENT ADVISORS LLC
2 registered advisors
Adam Sean Drake
PONTE VEDRA, Florida
CRD# 3234115
Kenneth Edward Karr
MEQUON, Wisconsin
CRD# 2720108
05
Office Locations
MEQUON, Wisconsin
1 advisor
PONTE VEDRA, Florida
1 advisor
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Data sourced from SEC Form ADV filings. HIGHLAND INVESTMENT ADVISORS LLC (CRD# 141694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.