Lillehei Investments, Inc.

Lillehei Investments, Inc. (CRD# 127579) is a financial advisory firm headquartered in Philomath, OR. They manage $11,503,171 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $442,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Lillehei Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robyn A. Lillehei
CRD#: 1132463
Philomath, OR
93
Wealthminder
score

Robyn Lillehei (CRD# 1132463) is an Investment Advisor Representative working at Lillehei Investments, Inc. in Philomath, OR and has over 32 years of experience in the finance industry.

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