ROI CAPITAL MANAGEMENT, INC

ROI CAPITAL MANAGEMENT
GREENBRAE, California·2 registered advisors·CRD# 159819
SEC# 801-74478415 464 8023
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at ROI CAPITAL MANAGEMENT, INC

2 registered advisors
Mark Thomas Boyer
GREENBRAE, California
Mitchell Joseph Soboleski
GREENBRAE, California
05

Office Locations

GREENBRAE, California
2 advisors

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Data sourced from SEC Form ADV filings. ROI CAPITAL MANAGEMENT, INC (CRD# 159819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.