450 Country Club Road
Suite 200
Eugene, Oregon 97401
Tel: 541-683-2085
ROEHL & YI INVESTMENT ADVISORS, LLC, formally registered with the SEC as ROEHL & YI INVESTMENT ADVISORS, LLC. The firm was established in 01/12/1999. They have over 1 offices throughout the country.
ROEHL & YI INVESTMENT ADVISORS, LLC is a Eugene, Oregon based Financial Planning firm with nearly $698,816,109 assets under management, offering retirement planning & investment advisory services to 1545 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109258 |
SEC# | 801-56145 |
Assets Managed by Firm | $698,816,109 |
No. of Clients | 1545 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1545 | $698,816,109 |
Individuals (other than high net worth individuals) | 608 | $74,075,010 |
High net worth individuals | 891 | $567,592,958 |
Pension and profit sharing plans | 16 | $7,468,535 |
Charitable organizations | 7 | $7,207,478 |
Corporations or other businesses | 23 | $42,472,128 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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