ROEHL & YI INVESTMENT ADVISORS, LLC of EUGENE, OR is an SEC-registered investment adviser (CRD 109258). Regulatory assets under management: $959.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Thomas Henry Roehl | MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER | — |
| Jayman Frank Yi | MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| Andrew Glenn College | CHIEF OPERATING OFFICER | — |
| Jillian Maria Roehl | MEMBER | — |
| Sarah Ryan Mellgren | MEMBER | — |
| Zachary Steven Daeges | MEMBER | — |
| SITTNER FREDDIE LEE | CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| ROEHL THOMAS HENRY | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER | — |
| YI JAYMAN FRANK | MEMBER; MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| GRAHAM BEVERLY JAYNE | CHIEF COMPLIANCE OFFICER | — |
| College Andrew Glenn | CHIEF OPERATING OFFICER | — |
| ROEHL JILLIAN MARIA | MEMBER | — |
| MELLGREN SARAH RYAN | MEMBER | — |
| DAEGES ZACHARY STEVEN | MEMBER | — |