| Name | Title | Ownership | Since |
|---|---|---|---|
| Annamarie Mock | Member | 5-10% | 2023 |
| Edward J Leach | Member | 10-25% | 2018 |
| Reed Charles Fraasa Control | Managing Member, Chief Compliance Officer, Chief Investment Officer | Over 75% | 1996 |
Highland Financial Advisors, LLC reports $503.8 million in regulatory assets under management on its Form ADV.
Highland Financial Advisors, LLC reports 12 employees.
Highland Financial Advisors, LLC is based in Wayne, NJ and has been SEC-registered since 2005.
Highland Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1680 Route 23, Suite 210, Wayne, NJ 07470 |
| Phone | 973-557-2933 |
| Fax | 973-858-0201 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1939237 |
| Discloses disciplinary history | No |
| Discretionary | $503.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $503.8M |