Highmore Group

Highmore Group (CRD# 174419) is a financial advisory firm headquartered in New York, NY. They manage $2,825,267,426 in 23 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1180 Avenue Of The Americas, 8th Floor, New York, NY 10036
https://www.linkedin.com/company/highmore-group/
By the Numbers
  • Total Assets Under Management
    2,825
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $122,837,714
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 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
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, TX

Financial Advisors at Highmore Group
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Julian, financial advisor Los Angeles CA
Joseph R. Julian
CRD#: 2233025
Los Angeles, CA

Joseph Julian (CRD# 2233025) is an Investment Advisor Representative working at Highmore Group in Los Angeles, CA and has over 23 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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