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ROEHL & YI INVESTMENT ADVISORS, LLC
CRD 109258 · SEC 801-56145
450 COUNTRY CLUB ROAD, SUITE 200, EUGENE, OR, 97401, United States
Phone
541-683-2085
Fax
541-683-6357
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$959.4M
Discretionary AUM
$953.2M
Team
16 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $121.9M |
| High net worth individuals | 175 | $772.4M |
| Pension/profit sharing plans | 12 | $9.5M |
| Charitable organizations | 8 | $16.8M |
| Corporations/business entities | 20 | $38.8M |
States served
AZ, CA, ID, MN, OR, MO, WA, NH
All web addresses on file
Official SEC filing: View on IAPD