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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...
Highroad Wealth Advisers
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
Who leads investment decisions at Highroad Wealth Advisers?
Highroad Wealth Advisers does not publicly name its investment committee or chief investment officer. No principal or portfolio manager is listed on the firm's registration or in media reports, so the identity of the decision-maker is unknown (public record).
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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