CRD: 114404
High Plains Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-30-2003
- Office Locations
- 1
Office Locations
About High Plains Investment Advisors, Inc.
High Plains Investment Advisors is a Lubbock, TX RIA providing tailored investment management and comprehensive financial planning, adapting portfolios to clients’ objectives through each life stage. The firm focuses on long-term, evidence-based portfolio construction grounded in economic theory and empirical research (providing advisory services since 1998) and primarily custodies with Charles Schwab.
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Investment Themes
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Technology
Owner & Executives
TIMOTHY DREW MACK
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3106624
- Ownership
- 75% or more
BRAD ALEXANDER PRUITT
President, VICE PRESIDENT
- CRD
- #5646938
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,167,024 | $460,643 |
| Non-Discretionary | $0 | -- |
| Total | $191,167,024 | $460,643 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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