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).
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Total Assets Under Management25,621MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$366,016,673
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, CA, FL, GA, IN, KS, KY, MN, MO, MS, NC, OH, PA, SC, TN, VA, WA
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.
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.
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.