Highland Consulting Associates International, Inc.

RIASEC RegisteredEst. 2016

Total AUM

$76.6M

Discretionary

$16.5M

22% of AUM

Avg account

$15.3M

Accounts

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 282906
Registered since: March 10, 2016
Custodians: SUN LIFE ASSURANCE COMPANY OF CANADA, FIDELITY INVESTMENTS CANADA ULC, THE CANADA LIFE ASSURANCE COMPANY, THE MANUFACTURERS LIFE INSURANCE COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans78.43%
HNWI21.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Highland Consulting Associates International, Inc. is a corporation registered as an institutional registered investment adviser in 2016. The firm positions itself as a capital allocator that serves both individual/family and institutional clients. Its advisory mandate includes discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, as well as pension-related consulting and selection of other advisers. Compensation is flexible and includes percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.