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ROEHL & YI INVESTMENT ADVISORS, LLC

450 Country Club Road
Suite 200
Eugene, Oregon 97401
Tel: 541-683-2085

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About ROEHL & YI INVESTMENT ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109258
SEC#801-56145
Assets Managed by Firm$698,816,109
No. of Clients1545
No. of Advisors16

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1545$698,816,109
Individuals (other than high net worth individuals)608$74,075,010
High net worth individuals891$567,592,958
Pension and profit sharing plans16$7,468,535
Charitable organizations7$7,207,478
Corporations or other businesses23$42,472,128

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