← Back to searchVisit website
ROI FINANCIAL
ROI FINANCIAL ADVISORS, LLC
CRD 160100 · SEC 801-121903
14675 SW MILLIKAN WAY, BEAVERTON, OR, 97003, United States
Phone
503-941-5925
Fax
503-941-5927
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.2M
Discretionary AUM
$256.7M
Team
8 total employees; 5 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $50.9M |
| High net worth individuals | 80 | $205.7M |
| Pension/profit sharing plans | 11 | $7.5M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD