ROFI LLC

ROFI LLC of BIRMINGHAM, MI is an SEC-registered investment adviser (CRD 340471). Regulatory assets under management: $231.0M.

Registration

• CRD: 340471
• SEC file number: 801-135563
• Type: Registered investment adviser
• Location: 187 SOUTH OLD WOODWARD AVENUE, SUITE 208, BIRMINGHAM, MI, 48009
• Phone: (248) 325-5500
• Latest filing: 2026-07-29
• Regulatory AUM: $231.0M
• Discretionary AUM: $231.0M
• Clients: 5
• Accounts: 446

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340471 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search