DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > oregon > eugene
ROEHL & YI INVESTMENT ADVISORS, LLC
Tel: 541-683-2085
450 Country Club Road Suite 200
Eugene, Oregon 97401
ROEHL & YI INVESTMENT ADVISORS, LLC
ROEHL & YI INVESTMENT ADVISORS, LLC is a Eugene, Oregon based financial advisory firm with nearly $809,789,904 in assets under management and provides investment advisory services for 1631 clients. There are currently 16 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
109258
SEC#:
801-56145
No. of Clients:
1631
Assets under Management
$809,789,904
No. of Advisors:
16
More Financial Advisory Firms in Eugene, Oregon
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| STANCORP INVESTMENT ADVISERS, INC. | 110228 | 112 |
| GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | 9 |
| JENSEN INVESTMENT MANAGEMENT INC. | 105281 | 41 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 60 |
| NORTHWEST CAPITAL MANAGEMENT INC. | 108091 | 17 |
| ALDRICH WEALTH LP | 147200 | 40 |
More Firms in Eugene, Oregon >>