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

More Retirement Planning firms in Beaverton, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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