HIGH NOTE FINANCIAL LLC

HIGH NOTE FINANCIAL LLC is an SEC-registered investment adviser (CRD 322427). Regulatory assets under management: $12.6M.

Registration

• CRD: 322427
• Type: Registered investment adviser
• Phone: 360-524-3374
• Latest filing: 2026-03-23
• Regulatory AUM: $12.6M
• Discretionary AUM: $9.6M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 107

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322427 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search