ROEHL & YI INVESTMENT ADVISORS LLC

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14+1 YoYRank #1034 of mapped providers

Assets under administration$439M0.0%Market share · rank #5320

Fees received$481,858Median $28,959/planSum across Schedule C direct + indirect

Net wins YoY+13 won · 2 lostPlan-level switch detection

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