HIGHROAD WEALTH ADVISORS, LLC

COOS BAY, Oregon·2 registered advisors·CRD# 331566

SEC# 801-1304630541-266-7623

01

Firm Overview

AUM

$131M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at HIGHROAD WEALTH ADVISORS, LLC

2 registered advisors

Jason Maurice Finnigan

COOS BAY, Oregon

Joshua James Snoddy

COOS BAY, Oregon

05

Office Locations

COOS BAY, Oregon

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Data sourced from SEC Form ADV filings. HIGHROAD WEALTH ADVISORS, LLC (CRD# 331566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.