Roehl & YI Investment Advisors LLC
Legal Name: ROEHL & YI INVESTMENT ADVISORS, LLC
Full Contact Details
Roehl & YI Investment Advisors LLC
450 COUNTRY CLUB ROAD, SUITE 200, EUGENE, OR
541-683-2085
541-683-6357
Other Info
Roehl & YI Investment Advisors LLC, a Limited Liability Company based in Oregon and approved by the U.S. Securities and Exchange Commission since January 1999, currently employs 13 individuals, seven of whom are in advisory roles, and serves 302 clients.
Home - Roehl & Yi Investment Advisors
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors you can trust.
Direct Owners
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JAYMAN FRANK YI
MEMBER owns more than 25% but less than 50%
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THOMAS HENRY ROEHL
CHIEF COMPLIANCE OFFICER AND MEMBER owns more than 50% but less than 75%