Highland Private Wealth Management is an investment advisor in Bellevue with $1.33 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
911946175
SEC advisor number
801-56450
FINRA CRD number
109532
AUM ?
$1.33 bn
(as of 6 Sep 22)
Accounts
1,408
(as of 6 Sep 22)
Employees
16
(14 investment advisory or research)
Address
Highland Private Wealth Management
10900 NE 8TH ST
SUITE 1122
BELLEVUE
WA 98004
10900 NE 8TH ST
SUITE 1122
BELLEVUE
WA 98004
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
425 739-6500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Christianson, John, Chris | President, CEO | 05/1999 | > 75% |
Greene, Michael, Robert | CCO and Shareholder | 01/2020 | 5-10% |
Milojevich, Michael, Lee | Shareholder | 01/2022 | 5-10% |
Wicks, Benjamin | Shareholder | 01/2022 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
8 Oct 20