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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRONSON, BENJAMIN, C | I | MEMBER | NA | Control |
| CLARK, DESMOND | I | MEMBER | NA | |
| CLARK, DESMOND | I | MEMBER | NA | |
| CLARK, DESMOND | I | MEMBER | NA | |
| CLARK, DESMOND | I | MEMBER | NA | |
| ERWIN, STEPHEN, TODD | I | MEMBER | NA | |
| ERWIN, STEPHEN, TODD | I | MEMBER | NA | |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| HIGHLANDER WEALTH, INC. | DE | MANAGING MEMBER | NA | Control |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | NA | Control |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | NA | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | E | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | E | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | E | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | E | Control |
| ERWIN, STEPHEN, TODD | I | MEMBER-CHIEF COMPLIANCE OFFICER | B | Control |
| ERWIN, STEPHEN, TODD | I | MEMBER-CHIEF COMPLIANCE OFFICER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER - CHIEF COMPLIANCE OFFICER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER - CHIEF COMPLIANCE OFFICER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER - CHIEF COMPLIANCE OFFICER | B | Control |
| GRIMES, JESSE, ISAAC | I | MEMBER - CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | B | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | B | Control |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | B | |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | B | |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | B | |
| SIMANTOB, SINA, NO MIDDLE NAME | I | MEMBER | B | |
| CLARK, DESMOND | I | MEMBER | A | Control |
| CLARK, DESMOND | I | MEMBER | A | Control |
Registrations
Federal
IA
Jan 27, 2012 REGISTERED
Notice Filings (1)
CO
Address
885 ARAPAHOE AVEBOULDER, CO 80302
United States
Phone: 303-449-6125