ROEHL & YI INVESTMENT ADVISORS, LLC
Tel: 541-683-2085 450 Country Club Road Suite 200 Eugene, Oregon 97401
About 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
Firm CRD#:
109258
Firm SEC#:
801-56145
Assets Under Management:
$809,789,904
No. of Clients:
1631
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
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