Investment adviser · CRD 149291
HIGHLANDER WEALTH SERVICES, LLC
Investment adviser filing (IA)
BOULDER, CO, United States · Form ADV filed Jan 27, 2012
- Regulatory AUM
- $900K Form ADV · Item 5.F
- Client accounts
- 65 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
885 ARAPAHOE AVEBOULDER, CO, 80302, United States
CRD 149291
Filing source
Form ADV 606994 · Jan 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.