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Roi Financial Advisors, LLC

● SEC registered since 2021CRD 160100SEC# 801-121903Beaverton, OR
Export (members)
Reg. AUM
$220.5M
Employees
8
Accounts
1,395
Location
Beaverton, OR

Roi Financial Advisors, LLC assets under management

Roi Financial Advisors, LLC is an SEC-registered investment adviser based in Beaverton, OR. The firm has been registered since 2021. It reports $220.5 million in regulatory assets under management and employs 8 people.
www.facebook.com/roifinancialadvisorsllcView on SEC.gov ↗

Roi Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Lance Jarl Johnson ControlManaging Member/Chief Compliance Officer/Chief Executive OfficerOver 75%2011

Frequently asked questions

How much does Roi Financial Advisors, LLC manage?

Roi Financial Advisors, LLC reports $220.5 million in regulatory assets under management on its Form ADV.

How many employees does Roi Financial Advisors, LLC have?

Roi Financial Advisors, LLC reports 8 employees.

Where is Roi Financial Advisors, LLC located?

Roi Financial Advisors, LLC is based in Beaverton, OR and has been SEC-registered since 2021.

Does Roi Financial Advisors, LLC disclose fund performance?

Roi Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14675 SW Millikan Way, Beaverton, OR 97003
Phone503-941-5925
Fax503-941-5927
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.3M
Non-discretionary$6.2M
Total (RAUM)$220.5M