HIGHLAND CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- ISSAQUAH, Washington
- CRD number
- 139780
- Registered since
- May 21, 2006
- Website
- www.hcadv.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Highland Capital Advisors, LLC is a privately owned limited liability company that has been SEC-registered since 2006. The firm serves both individual & family and institutional clients and bills primarily on a percentage-of-AUM basis while also offering fixed-fee engagements. Its advisory remit includes pension consulting and the selection of other advisers, indicating a consulting and delegated-manager role in some client relationships. The firm is identified as a capital allocator, but it is not flagged as an active ESG investor and is not listed as a multi-state adviser in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6DAVID MANN
Senior ConsultantCRD 4890200
Craig Watkins
Investment Adviser RepresentativeCRD 5926821
WILLIAM SMALL
Senior Consultant, Managing DirectorCRD 2710817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ISSAQUAH, WA
KING
Location
ISSAQUAH, WA
Headquartered in ISSAQUAH, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 485 Rainier Blvd N
- Time zone
- PT (UTC-8)
- Office locations
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