Best Investors Account Sign in
Inactive

Nicklaus Lee Streit

Highview Capital Management, LLC

Buffalo Grove, IL

CRD 3169184

Claim This Profile
Employer firm

Highview Capital Management, LLC CRD 306195

$416M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Highview Capital Management, Llc

2150 E. Lake Cook Road Suite 820, Buffalo Grove, IL 60089 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-03-16
  • IL RA
    APPROVED
    Since 2020-03-16

Branch Locations

2150 E. Lake Cook Road Suite 820, Buffalo Grove, IL 60089 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Private Bank Chicago IL 03/2015 03/2020
Highview Capital Management, Llc Northbrook IL 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-21
  • S63 Uniform Securities Agent State Law Examination
    1999-08-21
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Buffalo Grove, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor