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| Roehl & YI Investment Advisors LLC
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|
|
|---|---|
| CRD # | 109258 |
| SEC # | 801-56145 |
| CIK # | |
| AUM | $698.8 MM (2023-03-21) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 541-683-2085 |
| Address | 450 Country Club Road Eugene, OR 97401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 608 | 74.1 |
| (b) Individuals (high net worth individuals) | 891 | 567.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 7.5 |
| (h) Charitable organizations | 7 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 42.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,545 | 698.8 |
| By Discretionary | ||
| Discretionary | 1,519 | 688.0 |
| Non-Discretionary | 26 | 10.9 |
| Total | 1,545 | 698.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 697.7 | |
| Total | 1,545 | 698.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ahrens Investment Partners LLC
✚
|
LA | 0.7 |
|
Foresight Global Investors Inc
✚
|
NY | 0.7 |
|
Burns J W & Co Inc
✚
|
NY | 0.7 |
|
Gould Asset Management LLC
✚
|
CA | 0.7 |
|
180 Wealth Advisors LLC
✚
|
WA | 0.7 |
|
Strid Group LLC
✚
|
PA | 0.7 |
|
KWB Wealth
✚
|
CA | 0.7 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.7 |
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.7 |
|
The Marshall Financial Group Inc
✚
|
PA | 0.7 |