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Joshua James Snoddy

HIGHROAD WEALTH ADVISORS, LLC·COOS BAY, Oregon
Unclaimed Profile
170 S. 2ND STREET, SUITE 201, COOS BAY, OR 97420CRD# 5446837Firm CRD# 331566
01

About

Joshua James Snoddy is a registered financial advisor based in COOS BAY, Oregon, affiliated with HIGHROAD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HIGHROAD WEALTH ADVISORS, LLC
HIGHROAD WEALTH ADVISORS, LLC
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HIGHROAD WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5446837
Firm CRD# 331566
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua James Snoddy offer?
Joshua James Snoddy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COOS BAY, Oregon for a consultation.
What are Joshua James Snoddy's credentials?
Joshua James Snoddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua James Snoddy located?
Joshua James Snoddy is based in COOS BAY, Oregon, working with HIGHROAD WEALTH ADVISORS, LLC. Their office serves clients in the COOS BAY metropolitan area and surrounding communities.
How does Joshua James Snoddy charge for services?
Joshua James Snoddy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHROAD WEALTH ADVISORS, LLC?
HIGHROAD WEALTH ADVISORS, LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COOS BAY
Jason Maurice Finnigan — HIGHROAD WEALTH ADVISORS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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