Highmore Group

Highmore Group (CRD# 174419) is a financial advisory firm headquartered in New York, NY. They manage $145,499,381 in 6 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $24,249,897
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, NJ, NY, TX

Financial Advisors at Highmore Group
Showing 1 - 3 of 3 top financial advisors.
1
Jeanyong Chung
CRD#: 4176149
120 Fifth Avenue, 6th Floor, New York, NY 10011
89
Wealthminder
score

Jeanyong Chung (CRD# 4176149) is an Investment Advisor Representative working at Highmore Group in New York, NY and has over 2 years of experience in the finance industry.

2
William A. Fritz
CRD#: 1066872
120 Fifth Avenue, 6th Floor, New York, NY 10011
83
Wealthminder
score

William Fritz (CRD# 1066872) is an Investment Advisor Representative working at Highmore Group in New York, NY and has over 35 years of experience in the finance industry.

3
Joseph R. Julian
CRD#: 2233025
120 Fifth Avenue, 6th Floor, New York, NY 10011
83
Wealthminder
score

Joseph Julian (CRD# 2233025) is an Investment Advisor Representative working at Highmore Group in New York, NY and has over 17 years of experience in the finance industry.

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