High Street Financial Inc (Tampa)

Name: High Street Financial Inc
Address: 12802 Tampa Oaks Blvd,Suite 405, Tampa, FL, 33637
Telephone: 813-910-2500

High Street Financial Inc is a large advisory firm based in Tampa. It manages $28.26 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, Illinois, and North Carolina.

High Street Financial provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

High Street Financial: assets under management

The assets under management (AUM) of High Street Financial Inc is $28.26 million. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17 million in discretionary accounts and $11.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.26 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay High Street Financial Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at High Street Financial Inc

John Joseph Bartoletta has been acting as President since 1 Sep 1997. Darren Clauws joined the executive team most recently as the Chief Investment Strategist.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Bartoletta	President/ceo	1 Sep 1997	75% - 100%	1661930
Darren Clauws	Chief investment strategist	1 Sep 1997	Other	2700524

Based in Tampa

The principal office where High Street Financial Inc performs its advisory services is located at 12802 Tampa Oaks Blvd,Suite 405, Tampa, FL 33637, 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 813-910-2500 or by fax 813-910-2502. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.highstreetfinancial.com.