Highstreet Financial, LLC

RIASEC Registered
Total AUM
$29.7M
Discretionary
$29.6M
100% of AUM
Avg account
$396K
Accounts
75
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 23%, Cash & Cash Equivalents 3%, Private Funds 2%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents3%
  • Private Funds2%

Owners & executives

1 of 1
  • John Bartoletta

    John Bartoletta

    Founder, Chairman & CEOCRD 1661930

Contacts

1 of 1
  • Darren Clauws

    Investment StrategistCRD 2700524

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth