H
$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2022
- Office Locations
- 1
Office Locations
32107 Lindero Canyon Road Suite 225 Westlake Village CA
About Highgate Financial Partners
Highgate Financial Partners is a Westlake Village-based RIA. The firm has been operating for 4 years. Managing $15.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$610.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Charles Jefferson Pippin
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #7482530
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,860,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,860,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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