Highland Financial, Ltd

Highland Financial, Ltd (CRD# 25896) is a financial advisory firm headquartered in Johnstown, PA. They manage $35,025,448 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $574,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Highland Financial, Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Sandra L. Mackel
CRD#: 6390414
915 Menoher Blvd, Suite A, Johnstown, PA 15905
88
Wealthminder
score

Sandra Mackel (CRD# 6390414) is an Investment Advisor Representative working at Highland Financial, Ltd in Johnstown, PA and has over 2 years of experience in the finance industry.

2
Gordon D. Smith
CRD#: 2006592
915 Menoher Blvd, Suite A, Johnstown, PA 15905
76
Wealthminder
score

Gordon Smith (CRD# 2006592) is an Investment Advisor Representative working at Highland Financial, Ltd in Johnstown, PA and has over 26 years of experience in the finance industry.

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