Highland Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Highland Financial Advisors LLC
CRD #125838
SEC #801-64369
CIK #
AUM $239.7 MM (100% Disc, 100% US, 2020-03-17)
Employees7 (57% Investors, 0% Brokers)
Phone973-557-2933
Address1680 Route 23
Wayne, NJ 07470
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
240192144964802004200920152021
Comparable Firms State AUM ($BB)
Sensible Money LLC
AZ 0.2
VF Investment Services Corp
PA 0.2
Barnett & Co Inc
TN 0.2
Austin Investment Management Inc
NY 0.2
CITIC Capital Investment Management Cayman Limited
0.2
CITIC Capital Investment Management Limited
0.2
Parkview US LLC
NY 0.2
VNSM Trust Co
TX 0.2
First Montauk Securities Corp
NJ 0.2
Stewardship Advisors LLC
PA 0.2
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