Highlands Wealth Advisors, LLC
Highlands Wealth Advisors, LLC (CRD# 156428) is a financial advisory firm headquartered in San Diego, CA. They manage $15,709,991 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$308,039
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Gordon (CRD# 5610258) is an Investment Advisor Representative working at Highlands Wealth Advisors, LLC in San Diego, CA and has over 8 years of experience in the finance industry.