Highland Associates Inc.

Highland Associates Inc. (CRD# 104948) is a financial advisory firm headquartered in Birmingham, AL. They manage $25,621,167,078 in 70 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,621
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $366,016,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IN, KS, KY, MN, MO, MS, NC, OH, PA, SC, TN, VA, WA

Financial Advisors at Highland Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Paige B. Daniel
CRD#: 2518960
2545 Highland Avenue South, Suite 200, Birmingham, AL 35205

Paige Daniel (CRD# 2518960) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 29 years of experience in the finance industry.

2
Jack W. Echols
CRD#: 2675674
2545 Highland Avenue South, Suite 200, Birmingham, AL 35205

Jack Echols (CRD# 2675674) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

3
John D. Peterson
CRD#: 3207374
2545 Highland Avenue South, Suite 200, Birmingham, AL 35205

John Peterson (CRD# 3207374) is an Investment Advisor Representative working at Highland Associates Inc. in Birmingham, AL and has over 18 years of experience in the finance industry.

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