HIGHMARK WEALTH MANAGEMENT LLC

https://www.linkedin.com/company/highmark-wealth-management ST. PAUL, MN How do I update this listing?

Highmark Wealth Management is based out of St. Paul. Highmark Wealth Management is a large advisory firm with 341 clients and discretionary assets under management (AUM) of $251,208,875 (Form ADV from 2019-10-11). Their last reported 13F filing for Q4 2019 included $93,663,000 in managed 13F securities and a top 10 holdings concentration of 81.2%. Highmark Wealth Management's largest holding is iShares Core S&P 500 ETF with shares held of 105,876. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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HIGHMARK WEALTH MANAGEMENT LLC
30 EAST 7TH STREET SUITE 3535
ST. PAUL MN    55101
Country: United States

Business Phone: 651-829-3300
Fax: 651-829-3301
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE OF ASSETS UNDER ADVISEMENT
Amount of client funds and securities:
Total Number of Clients: 341
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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