HIGHMARK WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
795
Total plan assets
$31.4M
Filings (rows)
3
Direct comp
$58K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ROBERTS GORDON LLC SPECIFIED AIR SOLUTIONS, LLC PROFIT SHARING PLAN | BUFFALO, NY | Advisor / Consultant RIA | 495 | $16.3M | $16K |
| ROBERTS GORDON LLC SPECIFIED AIR SOLUTIONS, LLC PROFIT SHARING PLAN | BUFFALO, NY | Advisor / Consultant RIA | 300 | $15.1M | $27K |
| ROBERTS GORDON LLC SPECIFIED AIR SOLUTIONS, LLC PROFIT SHARING PLAN | BUFFALO, NY | Advisor / Consultant RIA | 0 | $0 | $14K |