$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
70 Linden Oaks 3RD Floor Rochester NY
About Highroad Wealth Advisers, LLC
Highroad Wealth Advisers, LLC is a Rochester-based RIA. The firm has been operating for 5 years. Managing $15.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ELIZABETH ANN BARRETT
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4732033
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,803,640 | $560,846 |
| Non-Discretionary | $0 | $70,855 |
| Total | $15,803,640 | $530,846 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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