Highstreet Financial, LLC
Firm details
- Headquarters
- Temple Terrace, Florida
- CRD number
- 107132
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.15%
- Pension & Profit Sharing Plans39.51%
- Insurance Companies2.3%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Highstreet Financial, LLC is a privately held limited liability company that provides discretionary portfolio management to both individual and institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolios for individuals and small businesses as well as for businesses or institutional clients. It is organized as a domestic entity and is not positioned as a capital allocator, pension consultant, related adviser, or multi-state adviser. Highstreet does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities23%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
John Bartoletta
Founder, Chairman & CEOCRD 1661930
Contacts
1 of 1Darren Clauws
Investment StrategistCRD 2700524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Temple Terrace, FL
Hillsborough
Location
Temple Terrace, FL
Headquartered in Temple Terrace, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 12802 Tampa Oaks Blvd
- Time zone
- ET (UTC-5)
- Office locations
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