Highland Good Steward Management, LLC is a mid-sized advisory firm based in Birmingham. It manages $54.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Alabama.
Highland Good Steward Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Highland Good Steward Management, LLC is $54.44 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Highland Good Steward Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Highland Good Steward Management, LLC performs its advisory services is located at 2151 Highland Avenue, Birmingham, AL 35205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (205) 703-4485 or by fax (205) 703-4484. The normal business hours are 8 am until 5 pm on Monday - Friday.