Highmore Group, LLC

Highmore Group, LLC (CRD# 174419) is a financial advisory firm headquartered in New York, NY. They manage $254,084,044 in 12 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $21,173,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, FL, NY, TX

Financial Advisors at Highmore Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William A. Fritz
CRD#: 1066872
Palm Beach, FL
93
Wealthminder
score

William Fritz (CRD# 1066872) is an Investment Advisor Representative working at Highmore Group, LLC in Palm Beach, FL and has over 34 years of experience in the finance industry.

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