This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 07-26-2011
- Office Locations
- 1
Office Locations
About Mile High Investments, LLC
Mile High Investments, LLC is an independent Portsmouth, NH advisory focused on helping individuals and business owners with financial planning, insurance and retirement planning, estate planning, and wealth preservation. The firm builds portfolios through asset allocation using mutual funds and ETFs, and emphasizes client education with newsletters, calculators, research reports, and market-performance data. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID ARTHUR SINCLAIR
Chief Compliance Officer, Managing Member, President
- CRD
- #5404140
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,091,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,091,442 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $102,091,442
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,626,650,108 | 44.3% |
| Equity - Exchange | $3,561,157,555 | 43.5% |
| Cash | $998,761,429 | 12.2% |
| Total | $8,186,569,092 | 100.0% |