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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
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