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ROEHL & YI INVESTMENT ADVISORS, LLC
EUGENE, OR
541-683-2085
SEC #801-56145Total AUM
$959.4M
Employees
16Clients
500Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
450 COUNTRY CLUB ROAD
SUITE 200
EUGENE
OR 97401
United States
SUITE 200
EUGENE
OR 97401
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
541-683-2085
Other Offices
3
Financials
Total AUM
$959.4M
Accounts
1,683Discretionary
$953.2M
Accounts
1,677Non-Discretionary
$6.1M
Accounts
6
Clients
Individual Clients
285AUM
$121.9M
HNW Individual Clients
175AUM
$772.4M
Pension/Profit Sharing Plan Clients
12AUM
$9.5M
Charitable Organization Clients
8AUM
$16.8M
Corporation or Business Clients
20AUM
$38.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAIDMNMONHORWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.