H
$76.6M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
0 Employees
5 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2014
- Office Locations
- 1
Office Locations
159 Crocker Park Blvd. Suite 350 Westlake OH
About Highland Consulting Associates International, Inc.
Highland Consulting Associates International, Inc. is a Cleveland-based RIA. The firm has been operating for 12 years. Managing $76.6M in total assets under management, They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$15.3M AVG AUM / CLIENT
12.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
K
KEVIN JOHN MAHON
Partner, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
R
RICHARD VERES
Associate, Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,531,409 | $16,531,409 |
| Non-Discretionary | $60,101,987 | $15,025,497 |
| Total | $76,633,396 | $15,326,679 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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