Highland Investment Advisors LLC
Highland Investment Advisors LLC (CRD# 141694) is a financial advisory firm headquartered in Mequon, WI. They manage $80,069,114 in 288 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts288ACCOUNTS
Average Account Value$278,018
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OR, WA, WI
Adam Drake (CRD# 3234115) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Mequon, WI and has over 17 years of experience in the finance industry.