$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2018
- Office Locations
- 1
Office Locations
77 W Wacker Dr. Suite 4500 Chicago IL
About Hightower & Boler, LLC
Hightower & Boler, LLC is a Chicago-based RIA. The firm has been operating for 8 years. Managing $7.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$517.9K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum meridian
Client Personas
Wave ember
Investment Themes
Catalyst peak Foundation
Investment Vehicles
Bridge ridge
Services
Fusion bridge Harbor Vital vital Summit Alpha peak
Owner & Executives
LARRY MICHAEL HIGHTOWER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2166455
- Ownership
- 75% or more
(818) 642-8521
legacy.glacier@northcapital.com
in linkedin.com/in/oak-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,769,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,769,209 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,769,209
U.S. Government/Agency:
18.0% Corporate - Investment Grade:
14.1% Equity - Exchange:
17.0% Cash:
25.7% Municipal Bonds:
16.6% Public Funds:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $149,546,774 | 18.0% |
| Corporate - Investment Grade | $117,144,973 | 14.1% |
| Equity - Exchange | $141,238,620 | 17.0% |
| Cash | $213,519,561 | 25.7% |
| Municipal Bonds | $137,915,358 | 16.6% |
| Public Funds | $71,450,126 | 8.6% |
| Total | $830,815,412 | 100.0% |