SEC CRD #801-56145
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon, serving high-net-worth individuals and qualified retirement plans across the West Coast, providing tailored investment portfolios and financial planning services.
ANDREW COLLEGE
CCO
๐ (541) 683-2085
๐ Sign up for free to view key contact information
Sign up free โThis profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$959M
Location
EUGENE, OR
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.