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HIGHLAND ASSOCIATES INC
CRD 104948 · SEC 801-30248
2545 HIGHLAND AVENUE SOUTH, SUITE 200, BIRMINGHAM, AL, 35205, United States
Phone
205-933-8664
Fax
205-933-7688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$20.99B
Discretionary AUM
$7.45B
Team
19 total employees; 18 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $1.48B |
| Pension/profit sharing plans | 16 | $6.18B |
| Charitable organizations | 15 | $692.7M |
| Insurance companies | 7 | $478.8M |
| Corporations/business entities | 23 | $12.16B |
States served
AL, CA, GA, IL, IN, KS, KY, MN, MS, NC, OH, PA, SC, TN, MO, WA, FL
All web addresses on file
Official SEC filing: View on IAPD