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Highroad Wealth Advisers
HighRoad Wealth Advisors, LLC is an independent financial services company and Registered Investment Advisor specializing in Investment Management and Wealth...
Overview
HighRoad Wealth Advisors, LLC is an independent financial services company and Registered Investment Advisor specializing in Investment Management and Wealth Planning. It was created with a client-first focus so clients can feel comfortable that the corporate focus is centered on their success. The firm provides personalized investment management and financial planning services to high-net-worth individuals, families, and institutions.
General information
Firm type
RIA
Year founded
2014
Location
City
Coos Bay
Principals
Jason Finnigan
Co-Founder, Investment Advisor Representative
Josh Snoddy
Co-Founder, Investment Advisor Representative
Jayden Frank
Investment Advisor Representative
Frequently asked questions
What assets under management does Highroad report?
Highroad Wealth Advisers has not disclosed its AUM in any public filing, press release, or regulatory filing reviewed. The firm's scale is therefore undisclosed (per SEC filing data).
Does Highroad make direct private investments?
No direct private investments by Highroad Wealth Advisers have been identified in public filings or news reports. The firm's investment activities are undisclosed (public record).
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