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HIGHLAND CONSULTING ASSOCIATES INC.
CRD 109834 · SEC 801-46040
159 CROCKER PARK BLVD., SUITE 350, CLEVELAND, OH, 44145-8132, United States
Phone
440-808-1500
Fax
440-808-1550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$21.93B
Discretionary AUM
$609.0M
Team
28 total employees; 17 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.3M |
| High net worth individuals | 39 | $309.5M |
| Pension/profit sharing plans | 97 | $19.71B |
| Charitable organizations | 18 | $1.54B |
| Insurance companies | 1 | $10.5M |
| Corporations/business entities | 7 | $355.3M |
States served
IN, KY, MI, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD