What departments does Roehl & Yi Investment Advisors, LLC have?

Roehl & Yi Investment Advisors, LLC has employees across 1 departments including Finance.

What is the largest department at Roehl & Yi Investment Advisors, LLC?

The largest department at Roehl & Yi Investment Advisors, LLC is Finance with 1 employees.

Where are Roehl & Yi Investment Advisors, LLC employees located globally?

Roehl & Yi Investment Advisors, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Roehl & Yi Investment Advisors, LLC's team size changed over time?

Roehl & Yi Investment Advisors, LLC's team has remained stable from approximately 2 to 2 employees based on available data.

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Roehl & Yi Investment Advisors, LLC Employee Directory

Financial ServicesOregon, United States11-50 Employees

Roehl & Yi is an independent wealth management firm.

We serve high net worth individuals, qualified retirement plans, foundations, and endowments.

Find Roehl & Yi Investment Advisors, LLC employees' phone numbers or email addresses

Roehl & Yi Investment Advisors, LLC Global Highlights

North America
1

United States Of America
1

Roehl & Yi Investment Advisors, LLC's Leadership

A. R.
Client Service Associate
Mobile Phone
Email
M. M. J. C.
Financial Advisor
Mobile Phone
Email

Roehl & Yi Investment Advisors, LLC Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Roehl & Yi Investment Advisors, LLC

Name

Title

Contact Info

Location

Last Update

A. R.
Client Service Associate
Mobile Phone
Email
United StatesOregon
Jun 04, 2025
M. M. J. C.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 23, 2024

Frequently Asked Questions

What is Roehl & Yi Investment Advisors, LLC known for?

Roehl & Yi Investment Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in Eugene, Oregon United States. Explore Roehl & Yi Investment Advisors, LLC's company overview page for more information.

What is Roehl & Yi Investment Advisors, LLC's most common email format?

Roehl & Yi Investment Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roehl & Yi Investment Advisors, LLC email formats with LeadIQ.

How many employees does Roehl & Yi Investment Advisors, LLC have currently?

Roehl & Yi Investment Advisors, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Roehl & Yi Investment Advisors, LLC's key employees and leadership?

As of December 2025, Roehl & Yi Investment Advisors, LLC's key employees include:

Client Service Associate: A. R.
Financial Advisor: M. M. J. C.

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