Highland Financial, LLC

Overview

Highland Financial, LLC is organized as a limited liability company that provides portfolio management services aimed at individuals and small businesses. The firm charges advisory fees calculated as a percentage of client assets under management. Public data lists the entity as "unclassified" and does not show it operating as a capital allocator, pension consultant, or related adviser to another registered investment advisor. Regulatory and operational details in the snapshot are sparse: the year of SEC registration is not provided and the firm is not identified as a multi-state adviser or an active ESG investor. The firm is noted to have an affiliation with a law firm, which may indicate referral or service relationships with legal practitioners rather than a separate business line.

Assets & Accounts