| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Glenn College Control | Chief Operating Officer | Under 5% | 2022 |
| Jayman Frank Yi Control | Member, Chief Financial Officer, And Chief Investment Officer | 50-75% | 2022 |
| Jillian Maria Roehl | Member | 5-10% | 2023 |
Roehl & Yi Investment Advisors, LLC reports $857.8 million in regulatory assets under management on its Form ADV.
Roehl & Yi Investment Advisors, LLC reports 17 employees.
Roehl & Yi Investment Advisors, LLC is based in Eugene, OR and has been SEC-registered since 1999.
Roehl & Yi Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 450 Country Club Road, Suite 200, Eugene, OR 97401 |
| Phone | 541-683-2085 |
| Fax | 541-683-6357 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $852.4M |
| Non-discretionary | $5.4M |
| Total (RAUM) | $857.8M |