ROEHL & YI INVESTMENT ADVISORS, LLC

EUGENE, Oregon·7 registered advisors·CRD# 109258
SEC# 801-561452541-683-2085
01

Firm Overview

AUM
$810M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROEHL & YI INVESTMENT ADVISORS, LLC

7 registered advisors
Andrew Glenn College
EUGENE, Oregon
Beverly Jayne Graham
EUGENE, Oregon
Jayman Frank Yi
EUGENE, Oregon
Jillian Maria Roehl
EUGENE, Oregon
Sarah Ryan Mellgren
EUGENE, Oregon
Thomas Henry Roehl
EUGENE, Oregon
Zachary Steven Daeges
EUGENE, Oregon
05

Office Locations

EUGENE, Oregon
7 advisors

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Data sourced from SEC Form ADV filings. ROEHL & YI INVESTMENT ADVISORS, LLC (CRD# 109258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.