ROI FINANCIAL
Tel: 503-941-5925 14675 Sw Millikan Way Beaverton, Oregon 97003
About ROI FINANCIAL
ROI FINANCIAL is a Beaverton, Oregon based financial advisory firm with nearly $161,571,742 in assets under management and provides investment advisory services for 1165 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
160100
Firm SEC#:
801-121903
Assets Under Management:
$161,571,742
No. of Clients:
1165
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
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