Highlander Wealth Services, LLC

Highlander Wealth Services, LLC (CRD# 149291) is a financial advisory firm headquartered in Boulder, CO. They manage $38,500,000 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2028 17th Street, Boulder, CO 80302

http://www.highlanderwealth.com

By the Numbers

Total Assets Under Management

39

MILLION
Total Number of Accounts

179

ACCOUNTS
Average Account Value

$215,084

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Highlander Wealth Services, LLC

Showing 1 - 2 of 2 top financial advisors.

Jesse I. Grimes

CRD#: 5531988

2028 17th Street, Boulder, CO 80302

Jesse Grimes (CRD# 5531988) is an Investment Advisor Representative working at Highlander Wealth Services, LLC in Boulder, CO and has over 16 years of experience in the finance industry.

Solomon J. Halpern

CRD#: 4232089

2028 17th Street, Boulder, CO 80302

Solomon Halpern (CRD# 4232089) is an Investment Advisor Representative working at Highlander Wealth Services, LLC in Boulder, CO and has over 21 years 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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