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Rohr Financial Advisors
Rohr Financial Advisors, LLC is a state-registered investment adviser in Arroyo Grande, CA. It has one employee and one investment adviser. The firm is based...
Overview
Rohr Financial Advisors, LLC is a state-registered investment adviser in Arroyo Grande, CA. It has one employee and one investment adviser. The firm is based in California.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Arroyo Grande
Corporate office
Westport, CT, United States
Frequently asked questions
What investment services does Rohr Financial Advisors provide?
The firm delivers asset allocation, investment manager selection and monitoring, and consolidated performance reporting. Its registered investment advisor status means it operates under a fiduciary standard. There is no public evidence of proprietary funds, direct co-investment programs, or in-house alternative asset management at the firm.
Does Rohr Financial Advisors manage money for institutions or only families?
The firm's client base is exclusively high-net-worth families and individuals, based on its regulatory disclosures. It does not appear to market services to endowments, foundations, or pension funds. This pure family-office focus is typical of Westport-area multi-family offices that grew out of private wealth planning practices.
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