HIGHLANDER WEALTH SERVICES, LLC
CRD #149291 SEC #801-70032 BOULDER, CO 303-449-6125
SEC Registered
Total AUM
$900K
Discretionary
$900K
Employees
1
Clients
0
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $900K | $900K | $0 | 1 | 26 |
| Mar 2011 | $44M | $44M | $0 | 5 | -- |
| Oct 2010 | $7.3M | $6M | $1.4M | 5 | -- |
| Jan 2010 | $7.3M | $6M | $1.4M | 5 | -- |
DateJan 2012
Total AUM$900K
Discretionary$900K
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$7.3M
Discretionary$6M
Non-Disc.$1.4M
Employees5
Clients--
DateJan 2010
Total AUM$7.3M
Discretionary$6M
Non-Disc.$1.4M
Employees5
Clients--