Highroad Wealth Advisors, LLC
Firm details
- Headquarters
- Coos Bay, Oregon
- CRD number
- 331566
- Registered since
- June 13, 2024
- Website
- www.highroadwa.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.58%
- Individuals8.24%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Highroad Wealth Advisors, LLC is an independent, individually owned registered investment adviser that provides fee-based wealth management. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its client mix includes both individual and family clients as well as institutional relationships. Compensation is charged as a percentage of assets under management. The firm is SEC-registered (2024) and reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Joshua Snoddy
PartnerCRD 5446837
Jason Finnigan
PartnerCRD 2827406
Jayden Frank
Client Service AssociateCRD 8092703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$121M in ETFs
99%
$120M
0%
$970K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $35.5M | 51,626 | 29.23% |
Location
Coos Bay, OR
Coos
Location
Coos Bay, OR
Headquartered in Coos Bay, OR, in the West of the United States.
- Region
- West
- County
- Coos
- Address
- 170 S 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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