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ROI FINANCIAL
14675 Sw Millikan Way
Beaverton, Oregon 97003
Tel: 503-941-5925
About ROI FINANCIAL
ROI FINANCIAL, formally registered with the SEC as ROI FINANCIAL. The firm was established in 07/29/2021. They have over 4 offices throughout the country.
ROI FINANCIAL is a Beaverton, Oregon based Financial Planning firm with nearly $161,571,742 assets under management, offering retirement planning & investment advisory services to 1165 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160100 |
| SEC# | 801-121903 |
| Assets Managed by Firm | $161,571,742 |
| No. of Clients | 1165 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1165 | $161,571,742 |
| Individuals (other than high net worth individuals) | 158 | $43,584,508 |
| High net worth individuals | 50 | $112,890,023 |
| Pension and profit sharing plans | 9 | $4,694,345 |
| Charitable organizations | Fewer than 5 clients | $402,866 |
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