This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- SummitMeridian focus
- Established Date
- 09-07-2022
- Office Locations
- 1
Office Locations
About High Note Financial LLC
High Note Financial LLC is an independent RIA providing comprehensive financial planning and investment management for retirees and late-career professionals, young professionals, and small businesses. The firm builds retirement income strategies, optimizes portfolios with a wealth-preservation lens, and plans for healthcare and long-term care needs, plus employer retirement plan setup or restructuring. Affiliated with XYPN and NAPFA; custodies through platforms including Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jay Douglas Boekeloo
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7215767
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,570,556 | -- |
| Non-Discretionary | $3,006,504 | -- |
| Total | $12,577,060 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,577,060
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,249,723,245 | 73.8% |
| Cash | $798,682,236 | 26.2% |
| Total | $3,048,405,481 | 100.0% |