Highland Park Wealth Management, LLC

Highland Park Wealth Management, LLC (CRD# 155545) is a financial advisory firm headquartered in Santa Fe, NM. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

LA, NM, TX

Financial Advisors at Highland Park Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Warren
CRD#: 2813782
1751 Old Pecos Trail, Suite O, Santa Fe, NM 87505
93
Wealthminder
score

Robert Warren (CRD# 2813782) is an Investment Advisor Representative working at Highland Park Wealth Management, LLC in Santa Fe, NM and has over 21 years of experience in the finance industry.

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