Highland Private Wealth Management Info

Highland Private Wealth Management info

Highland Private Wealth Management (SEC CIK 1664772) first filed with the SEC on 2016-02-16 (Form 13F-HR) and has filed 29 times since, including 29 Form 13F-HR quarterly holdings reports. It is organized in WA and registered at 10900 NE 8TH ST, SUITE 1122, BELLEVUE, WA, 98004.

Name: Value Highland Private Wealth Management.
SEC CIK: Value 1664772.
State of organization: Value WA.
Business address: Value 10900 NE 8TH ST, SUITE 1122, BELLEVUE, WA, 98004.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Highland Private Wealth Management
SEC CIK	1664772
State of organization	WA
Business address	10900 NE 8TH ST, SUITE 1122, BELLEVUE, WA, 98004
Mailing address	10900 NE 8TH ST, SUITE 1122, BELLEVUE, WA, 98004
Phone	425 739-6500
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2016-02-16 (Form 13F-HR)
Latest SEC filing	2023-01-18 (Form 13F-HR)
Filings on EDGAR	29
First Form 13F-HR	2016-02-16 (quarter ended 2015-12-31)
Latest Form 13F-HR	2023-01-18 (quarter ended 2022-12-31)
Form 13F-HR filings	29

Filings by Form

Form	Filings	Latest
13F-HR	29	2023-01-18

Filings by Year

Year	Filings	Form 13F-HR
2023	1	1
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4

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