|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Roehl & YI Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 109258 |
| SEC # | 801-56145 |
| CIK # | |
| AUM | $857.8 M (2025-05-29) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 541-683-2085 |
| Address | 450 Country Club Road Eugene, OR 97401 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 125.2 |
| (b) Individuals (high net worth individuals) | 167 | 679.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.3 |
| (h) Charitable organizations | 7 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 33.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,639 | 857.8 |
| By Discretionary | ||
| Discretionary | 1,633 | 852.4 |
| Non-Discretionary | 6 | 5.4 |
| Total | 1,639 | 857.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 855.9 | |
| Total | 1,639 | 857.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beard Investment Services Inc
✚
|
OH | 0.9 |
|
MBE Wealth Management LLC
✚
|
WI | 0.9 |
|
TFB Advisors LLC
✚
|
KS | 0.9 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 0.9 |
|
MEOW Advisory LLC
✚
|
0.9 | |
|
Jackson Wealth Management LLC
✚
|
FL | 0.9 |
|
Auxier Asset Management LLC
✚
|
OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
✚
|
0.9 | |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.9 |