$110MM AUM | $560,000 GDC in Mequon, WI
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Highland Investment Advisors and its subsidiaries is a registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Mequon, WI, we serve clients in seventeen states and manage more than $100 million for individuals, retirement plans, not-for-profits, and independent investment advisors.
Having completed a successful acquisition in 2014, we are once again looking to expand by purchasing fee-based practices or books of business with between $5 million and $50 million of AUM.