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Building 2HIGHROAD WEALTH ADVISORS, LLC

Map pinCOOS BAY, OR
Phone541-266-7623
NotebookSEC #801-130463
Total AUM
$188.5M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 S. 2ND STREET, SUITE 201
COOS BAY
OR 97420
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
541-266-7623

ReceiptFinancials

Total AUM
$188.5M
Accounts
318
Discretionary
$188.5M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$15.5M
HNW Individual Clients
69
AUM
$172.6M
Charitable Organization Clients
1
AUM
$339K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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