ROEHL & YI INVESTMENT ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$959,361,821
Discretionary
$953,231,256
Non-discretionary
$6,130,565
Firm details
- CRD number
- 109258
- SEC file number
- 801-56145
- Main office
- EUGENE, OR, United States
- Employees
- 16
- SEC status
- Approved
- Website
- HTTP://WWW.ROEHL-YI.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.