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CFP
AM
CFP

Annamarie Mock

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
318 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$503.8M

Fee Structure

Financial Planning:Included in AUM fee
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Contact

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Annamarie Mock

Location

1680 Route 23, Suite 210, Wayne, NJ, 07470

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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.

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Employment History
Current Registrations
Highland Financial Advisors, LLC
December 2018 - Present · 7 yrs 2 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.
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Annamarie Mock