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HIGHMARK, LLC
CRD 337564
109 WEST PARK DRIVE, SUITE 120, BRENTWOOD, TN, 37027, United States
Phone
615-970-8585
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.5M
Discretionary AUM
$59.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $6.1M |
| High net worth individuals | 37 | $53.5M |
All web addresses on file
Official SEC filing: View on IAPD