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Roehl & YI Investment Advisors LLC
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CRD # | 109258 |
SEC # | 801-56145 |
CIK # | |
AUM | $809.8 MM (2024-03-28) |
Employees | 16 (69% Investors, 0% Brokers) |
Phone | 541-683-2085 |
Address | 450 Country Club Road Eugene, OR 97401 |
Source | [IAPD] [Website] [Twitter] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 280 | 88.7 |
(b) Individuals (high net worth individuals) | 170 | 646.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 8 | 9.1 |
(h) Charitable organizations | 7 | 13.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13 | 51.9 |
(n) Other | 0 | 0.0 |
Total | 1,631 | 809.8 |
By Discretionary | ||
Discretionary | 1,604 | 797.8 |
Non-Discretionary | 27 | 12.0 |
Total | 1,631 | 809.8 |
By Non-United States Persons | ||
Non-United States Persons | 1.0 | |
United States Persons | 808.8 | |
Total | 1,631 | 809.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Premier Path Wealth Partners LLC
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|
NJ | 0.8 |
Chequers Financial Management LLC
✚
|
CA | 0.8 |
Bluestem Wealth Partners LLC
✚
|
MN | 0.8 |
Next Level Private LLC
✚
|
NY | 0.8 |
Randolph Co Inc
✚
|
OH | 0.8 |
O'Hagan Group Inc
✚
|
PA | 0.8 |
Concord Wealth Partners
✚
|
VA | 0.8 |
Correct Capital Wealth Management LLC
✚
|
MO | 0.8 |
Cardinal Capital Management Inc
✚
|
0.8 | |
Sittner & Nelson LLC
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|
OR | 0.8 |