Single Family OfficeRIA · CRD 125838SEC-Registered

Updated:

Highland Financial Advisors

HIGHLAND FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in WAYNE, NJ, registered since 2005. The firm manages approximately $640 million in...

Highland Financial Advisors

HIGHLAND FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in WAYNE, NJ, registered since 2005. The firm manages approximately $640 million in assets. It has 12 employees and 7 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

What is Highland Financial Advisors?

Highland Financial Advisors is a single family office based in United States.

Where is Highland Financial Advisors headquartered?

Highland Financial Advisors is headquartered in United States, in the North America region.

What is Highland Financial Advisors's assets under management?

Highland Financial Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Highland Financial Advisors?

Altss maintains an OSINT-verified profile of Highland Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Highland Financial Advisors's website?

Highland Financial Advisors's public website is highlandfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Highland Financial Advisors?

Highland Financial Advisors is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Highland Financial Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Highland Financial Advisors's Altss profile last updated?

Highland Financial Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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