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Highland Consulting Associates Inc.
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Cleveland, Ohio
$15.5 billion AUM
1 office

Highland Consulting Associates Inc. is based in Cleveland, Ohio and has $15.5 billion in assets under management.

Location
159 Crocker Park Blvd., Suite 350
Cleveland, OH 44145
$15.5 billion
AUM
23
Employees
AUM Share
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$15,528,169,832
Assets under management
426 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 3 $2,482,112 0% $827,371
High net worth individuals 39 $226,494,682 1% $5,807,556
Pension and profit sharing plans 87 $13,220,547,233 85% $151,960,313
Charitable organizations 12 $783,900,861 5% $65,325,072
Insurance companies 1 $3,463,434 0% $3,463,434
Other corporations or businesses 4 $1,291,281,510 8% $322,820,378
Employees Share
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23
Employees
15
Investment analysts
65% of total employees
AUM per employee Share
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$15,528,169,832
Assets under management
$675,137,819
AUM per employee
$1,035,211,322
AUM per investment analyst
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Compensation

Highland Consulting Associates Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Highland Consulting Associates Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 109,834
SEC number 801-46040
Legal structure Corporation
Legal governance Ohio, United States
Latest ADV filing date May 27, 2020

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