Highland Investment Advisors
Financial Services • 
Nocatee, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 466 Town Plaza Avenue, Suite 330, Ponte Vedra, FL 32081, US |
| Phone number | +14147552309 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Retirement Planning, Financial Planning, Wealth Management, Advisor Services |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Highland Investment Advisors
Adam Drake
Managing Director & Cco
Highland Investment Advisors Email Formats
Highland Investment Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@highlandinvestmentadvisors.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@highlandinvestmentadvisors.com | 55.6% |
{first name}{last name} | johndoe@highlandinvestmentadvisors.com | 33.3% |
{last name}{last name} | doedoe@highlandinvestmentadvisors.com | 11.1% |
About Highland Investment Advisors
Highland Investment Advisors, LLC (Highland) serves as a partner for individuals, families, independent financial advisors, small businesses, and non-profit organizations. Highland offers fee-based wealth management guidance and solutions tailored to each client's needs. Highland’s mission is to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients. It means bringing all of our knowledge, skill, and experience to bear on each client engagement to minimize risks and maximize opportunities. Through a rigorous and thorough process, our clients will achieve peace of mind that they have partnered with an exceptional steward of their financial lives. Industry regulations prohibit endorsements or testimonials for Highland Investment Advisors, LLC, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm since they are strictly prohibited. Please know that we will delete these types of posts as this is a regulatory requirement. Highland Investment Advisors, LLC is an SEC Investment Advisor in the States of Florida and Wisconsin offering advisory services. KEYWORDS: Financial planning, investment management, portfolio management, retirement planning, estate planning, budgeting, fiduciary, RIA, TD Ameritrade, Schwab, SEI, Chartered Financial Analyst, CFA, Milwaukee, Wisconsin, Waukesha, Ponte Vedra, St. Augustine, Nocatee, Florida, mergers, acquisitions, succession planning, wealth preservation, risk management, asset allocation, personal finance
Highland Investment Advisors revenue & valuation
| Annual revenue | $28,600,000 |
| Revenue per employee | $2,856,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $91,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Highland Investment Advisors has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Highland Investment Advisors has never raised funding before.
Highland Investment Advisors Tech Stack
Discover the technologies and tools that power Highland Investment Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
WordPress plugins
Analytics
JavaScript libraries
Font scripts
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
Analytics
Croatia
Netherlands
Frequently asked questions
4.8
40,000 users
