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HIGHLAND FINANCIAL ADVISORS, LLC
CRD 125838 · SEC 801-64369
1680 ROUTE 23, SUITE 210, WAYNE, NJ, 07470, United States
Phone
973-557-2933
Fax
973-858-0201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$640.0M
Discretionary AUM
$640.0M
Team
12 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $70.7M |
| High net worth individuals | 139 | $510.1M |
| Pension/profit sharing plans | 33 | $56.0M |
States served
CA, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD