Date Published: June 8, 2017
Summary Power Point Deck: 11 Slides
Reference Power Point Deck: 146 Slides
HighTower Holding was founded as United Fiduciary by Larry Koehler, Drew Kornreich, & Elliot Weissbluth,in 2007. The firm is based in Chicago, IL. HighTower Holding has 260 employees, operations in 13 states, 22 offices, 34 financial advisor teams, 72 financial advisors, 23,990 accounts, $25.0 billion assets under management, and is led by its CEO Elliot Weissbluth & President Drew Kornreich. HighTower Holding's web site can be found at www.hightoweradvisors.com.
HighTower Holding's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Capitalization Phase
- Recruiting Successes Phase
- Recognition Phase
Its profile includes the key statistics of the firm, including its number of employees, states, offices, financial advisor teams, financial advisors, clients, accounts, assets under administration, net flows, revenues, & net profits.
Its profile includes detailed outlines of its core businesses, including:
- HighTower Partnership
- HighTower Network
- HighTower Alliance
And its profile concludes with the highlights of its organizational structure & ownership.