Joseph
Julian

Highmore Group

CRD#2233025
Investment Advisor
in Los Angeles, CA

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About this Advisor

Joseph Julian is a financial advisor operating out of Los Angeles, California with a total of 7 years of industry experience. Julian is on the advisory team at Highmore Group. Throughout their career, they have worked at Quasar Distributors, LLC, Oppenheimer & Co. Inc and Highmore Group Advisors, LLC. Julian has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and New York. Highmore Group is a registered investment firm that has its headquarters in New York, NY. The firm has offices in two locations and a total of seven employees. It manages $614 million in total assets among its 27 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 27 customer accounts, 41% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on which services are provided. Fee types charged by Highmore Group can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Los Angeles, CA

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Highmore Group Brokerage Details

Total Assets Under Management

$613,814,085

CA Average: $7,464,549,021
Total Number of Employees

7

CA Average: 88
Total Number of Accounts

27

CA Average: 3,892
Average Account Size

$22,733,855

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joseph Julian Work History

Joseph has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Highmore Group Advisors, LLC

2017 - 2017 (< 1 year)

Quasar Distributors, LLC

2011 - 2015 (4 years)

Oppenheimer & Co. Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Julian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Highmore Group

Joseph Julian
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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