ROEHL & YI INVESTMENT ADVISORS, LLC

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

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 3 offices throughout the country.

ROEHL & YI INVESTMENT ADVISORS, LLC is a Eugene, Oregon based Financial Planning firm with nearly $809,789,904 assets under management, offering retirement planning & investment advisory services to 1631 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109258
SEC#	801-56145
Assets Managed by Firm	$809,789,904
No. of Clients	1631
No. of Advisors	16

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1631	$809,789,904
Individuals (other than high net worth individuals)	280	$88,666,518
High net worth individuals	170	$646,873,078
Pension and profit sharing plans	8	$9,103,698
Charitable organizations	7	$13,278,588
Corporations or other businesses	13	$51,868,022

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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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