HighMark Wealth Management is an investment advisor in ST. Paul with $422.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
455553673
SEC advisor number
801-76896
FINRA CRD number
164790
AUM ?
$483.65 mm
(as of 29 Mar 24)
Accounts
1,479
(as of 29 Mar 24)
Employees
6
(4 investment advisory or research)
Address
HighMark Wealth Management
30 EAST 7TH STREET
SUITE 3535
ST. PAUL
MN 55101
30 EAST 7TH STREET
SUITE 3535
ST. PAUL
MN 55101
Phone
651-829-3300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21