H
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2003
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Highlands Asset Management, Inc.
Highlands Asset Management, Inc. is a Highlands Ranch-based RIA. The firm has been operating for 23 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$382.7K AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Services
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Owner & Executives
L
LI LIU
Executive Director
- CRD
- #4661100
- 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 | $4,209,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,209,737 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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