Highland Consulting Associates International, Inc. (Westlake)

Highland Consulting Associates International, Inc. is a related adviser based in Westlake. It manages $101.48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Ohio.

Highland Consulting Associates International provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highland Consulting Associates International: assets under management

The assets under management (AUM) of Highland Consulting Associates International, Inc. is $101.48 million. $101.48 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in pooled investment vehicles the most. They account for 87% of the total AUM. The second-largest asset type is other assets, which make up 13% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highland Consulting Associates International, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Highland Consulting Associates International serves?

The only and largest group of clients of Highland Consulting Associates International is pension and profit sharing plans with 3 clients and $101.48 million of assets under management. Among the 6 most similar advisory firms, Highland Consulting Associates International has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $101.48 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.

Highland Consulting Associates International doesn't advise any private funds.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Nmn Veres	Owner - president	1 Oct 1993	75% - 100%	1344302
Richard Veres	Owner - president	1 Oct 1993	75% - 100%	1344302

Based in Westlake

The principal office where Highland Consulting Associates International, Inc. performs its advisory services is located at 159 Crocker Park Blvd., Westlake, OH 44145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-899-1121 or by fax 440-808-1550. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.