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).

Current Firm Details
1680 Route 23, Suite 210, Wayne, NJ 07470
http://youtube.com/highlandfa
By the Numbers
  • Total Assets Under Management
    430
    MILLION
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $475,534
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NJ, NY, TX

Financial Advisors at Highland Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Reed Fraasa, financial advisor Riverdale NJ
Reed C. Fraasa
CRD#: 2063878
44 St Route 23 North, Suite 11, Riverdale, NJ 07457

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.

2
Edward Leach, financial advisor Wayne NJ
Edward J. Leach
CRD#: 5276748
1680 Route 23, Suite 210, Wayne, NJ 07470

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.

3
Annamarie Mock, financial advisor Wayne NJ
Annamarie Mock
CRD#: 7053621
1680 Route 23, Suite 210, Wayne, NJ 07470

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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