Roehl & Yi Investment Advisors, LLC
Roehl & Yi Investment Advisors, LLC (CRD# 109258) is a financial advisory firm headquartered in Eugene, OR. They manage $809,789,904 in 1,631 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management810MILLION
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Total Number of Accounts1,631ACCOUNTS
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Average Account Value$496,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, MN, NH, OR, WA
Joshua Cloke (CRD# 5598727) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 11 years of experience in the finance industry.
Zachary Daeges (CRD# 5476703) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Portland, OR and has over 8 years of experience in the finance industry.
Shannon Grant (CRD# 717896) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 37 years of experience in the finance industry.
Sarah Mellgren (CRD# 5957002) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 12 years of experience in the finance industry.
Jillian Roehl (CRD# 6839089) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 6 years of experience in the finance industry.
Thomas Roehl (CRD# 1056108) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 40 years of experience in the finance industry.
Jayman Yi (CRD# 3074957) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 25 years of experience in the finance industry.
Stephen Allen (CRD# 7432153) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 2 years of experience in the finance industry.
Andrew College (CRD# 7710998) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Elizabeth Gustafson (CRD# 7629684) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has 1 year of experience in the finance industry.