


Highland Trust Partners
Financial Services • Athens, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 1077 Baxter Street Ste. 600, Athens, Georgia 30622, US |
| Phone number | +17065102635 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Comprehensive Financial Planning, Portfolio Management, Estate Planning, Corporate Retirement Plans |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Highland Trust Partners
Chris Caldwell
Partner, Director Of Retirement Planning
Highland Trust Partners Email Formats
Highland Trust Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@highlandtrustpartners.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@highlandtrustpartners.com | 75% |
{first name}.{last name} | john.doe@highlandtrustpartners.com | 25% |
About Highland Trust Partners
COME GROW WITH US! Are you looking to join an exceptional team? Ready to advance and grow your career? We want to hear from you! Great compensation, amazing benefits, room to grow… And work/life balance – yes, we mean that! We promise. Why Highland Trust Partners is for You! • Competitive Compensation • 401(k) + Match • Full Medical Benefits • PTO - Vacation & Holidays • Paid Sick Leave • Advancement Opportunities • A Super Fun Office • So Much More! At Highland Trust, we do the things that other firms do not. We want to help reduce stress in the lives of families and business owners and will adjust to do just that. Our dedicated team of professionals brings more than 100 years of combined experience in the finance industry, and we are committed to our core values of relationships, integrity, passion, and knowledge. We provide the best for all of our staff, and we stand behind our values with our employees and our clients. Highland Trust Partners, LLC. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Highland Trust Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.highlandtrustpartners.com The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the states listed on www.highlandtrustpartners.com
Highland Trust Partners revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Highland Trust Partners has 4 employees across 3 departments.
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Number of employees
Funding Data
Highland Trust Partners has never raised funding before.
Highland Trust Partners Tech Stack
Discover the technologies and tools that power Highland Trust Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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