Be advised. This firm is no longer registered.

Roi Capital Management

Roi Capital Management (CRD# 159819) is a financial advisory firm headquartered in Greenbrae, CA. They manage $25,792,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
300 Drakes Landing Rd, Ste 175, Greenbrae, CA 94904
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $12,896,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Roi Capital Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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