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| Highland Financial Advisors LLC
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|---|---|
| CRD # | 125838 |
| SEC # | 801-64369 |
| CIK # | 0001939237 |
| AUM | 640.0 M (2026-06-01) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 973-557-2933 |
| Address | 1680 Route 23 Wayne, NJ 07470 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.3 | ||
| Apple Inc | 2.2 | ||
| Philip Morris International Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 70.7 |
| (b) Individuals (high net worth individuals) | 139 | 510.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 56.0 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,151 | 640.0 |
| By Discretionary | ||
| Discretionary | 1,151 | 640.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,151 | 640.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.0 | |
| Total | 1,151 | 640.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001939237] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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