Highland Financial Advisors, LLC
Firm details
- Headquarters
- Wayne, New Jersey
- CRD number
- 125838
- Registered since
- June 23, 2005
- Website
- www.highlandplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.71%
- Individuals11.05%
- Pension & Profit Sharing Plans8.75%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Highland Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2005. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory practice combines financial planning with portfolio management for individuals, small businesses, and larger business or institutional clients, along with pension consulting services and educational workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Highland does not identify as an active ESG investor and does not act as a capital allocator; it lists accountants among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Private Funds10%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$499M in ETFs
36%
$177M
45%
$321M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $46.6M | 518,702 | 9.34% |
Location
Wayne, NJ
Passaic
Location
Wayne, NJ
Headquartered in Wayne, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Passaic
- Address
- 1680 Route 23
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lumida Wealth Management LLC
RIAWayne, NJ
Kabr Management, LLC
RIAEnglewood, NJ
Regency Wealth Management
RIARamsey, NJ
Chatham Wealth Management
RIAChatham, NJ
Venture Investment Associates
RIAPeapack, NJ
Curasset Capital Management, LLC
RIANewark, NJ