Roehl & YI Investment Advisors LLC

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Assets, Funds, Holdings

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Roehl & YI Investment Advisors LLC
CRD #109258
SEC #801-56145
CIK #
AUM $809.8 MM (2024-03-28)
Employees 16 (69% Investors, 0% Brokers)
Phone541-683-2085
Address450 Country Club Road
Eugene, OR 97401
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
90072054036018002001200920172025
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
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
OR 0.8
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