$29.7M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-1997
- Office Locations
- 1
Office Locations
12802 Tampa Oaks Blvd Suite 405 Tampa FL
About Highstreet Financial, LLC
Highstreet Financial is a Tampa-based RIA serving retail and institutional clients with a technology-enabled, quantitative investment process spanning investment analytics, tactical/style allocation, portfolio optimization, and factor attribution. The firm also incorporates third-party qualitative diligence on hedge fund and private equity managers and custody relationships include Charles Schwab.
Team overview
52 AVG AGE
$14.8M AVG AUM / ADVISOR
$274.9K AVG AUM / CLIENT
29.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
No owner records available.
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J
JOHN JOSEPH BARTOLETTA
Investment Advisor
- CRD
- #1661930
Available
Available
Available
D
DARREN CLAUWS
--
- CRD
- #2700524
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,586,445 | $187,458 |
| Non-Discretionary | $107,782 | -- |
| Total | $29,694,227 | $187,458 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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