Highland Financial Advisors, LLC
Highland Financial Advisors, LLC (CRD# 125838) is a financial advisory firm headquartered in Wayne, NJ. They manage $430,358,286 in 905 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management430MILLION
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Total Number of Accounts905ACCOUNTS
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Average Account Value$475,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, MA, NJ, NY, TX
Reed Fraasa (CRD# 2063878) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Riverdale, NJ and has over 33 years of experience in the finance industry.
Edward Leach (CRD# 5276748) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Wayne, NJ and has 1 year of experience in the finance industry.
Annamarie Mock (CRD# 7053621) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Wayne, NJ and has 1 year of experience in the finance industry.