HIGHROAD WEALTH ADVISORS, LLC

HIGHROAD WEALTH ADVISORS, LLC of COOS BAY, OR is an SEC-registered investment adviser (CRD 331566). Regulatory assets under management: $188.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Jason Maurice FinniganMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER
Joshua James SnoddyMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
FINNIGAN JASON MAURICEMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER
SNODDY JOSHUA JAMESMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE

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