Dakota
Dakota
Book a Demo
Talk to an Expert

Roehl & Yi Investment Advisors, Llc

EST. AUM
$857,825,360

CONTACTS
7

CLIENT ACCOUNTS
1,639

Firm Details

Metro area Portland, OR
CRD Number 109258
Website roehl-yi.com
Client types

Overview

Roehl & Yi is an independent wealth management firm based in Eugene, Oregon. Founded on the principles of teamwork, integrity, stability, and professionalism, the firm is committed to providing trusted financial advisory services. Serving clients throughout the West Coast, from northern California to Washington, Roehl & Yi caters to a diverse clientele that includes high-net-worth individuals, qualified retirement plans, foundations, and endowments. The firm's private wealth advisors possess a wide range of backgrounds, including business administration, law, international banking, marketing, and organizational behavior, equipping them with the expertise necessary to effectively develop customized financial portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy