HIGHLAND FINANCIAL ADVISORS, LLC

1680 Route 23
Suite 210
Wayne, New Jersey 07470
Tel: 973-557-2933

About HIGHLAND FINANCIAL ADVISORS, LLC

HIGHLAND FINANCIAL ADVISORS, LLC, formally registered with the SEC as HIGHLAND FINANCIAL ADVISORS, LLC. The firm was established in 06/23/2005. They have over 1 offices throughout the country.

HIGHLAND FINANCIAL ADVISORS, LLC is a Wayne, New Jersey based Financial Planning firm with nearly $430,358,286 assets under management, offering retirement planning & investment advisory services to 905 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125838
SEC#	801-64369
Assets Managed by Firm	$430,358,286
No. of Clients	905
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	905	$430,358,286
Individuals (other than high net worth individuals)	171	$66,400,343
High net worth individuals	91	$310,448,489
Pension and profit sharing plans	32	$50,710,016
Charitable organizations	Fewer than 5 clients	$2,799,438

More Retirement Planning firms in Wayne, New Jersey:

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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