Bart Nmi Mcmurry

Highland Capital Management, LLC

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Highland Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

1,044 clients

Average Client Portfolio

$3.4M average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

Castle Rock, CO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Highland Capital Management, LLC

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

Highland Capital Management, LLC

June 2015 - September 2019 · 4 yrs 3 mos

Icc Capital Management INC

January 2004 - May 2015 · 11 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.