Updated:
ROI Financial
ROI FINANCIAL is an SEC-registered investment adviser in Beaverton, OR, registered since 2021. The firm manages $264 million in assets, with $257 million on a...
ROI Financial
ROI FINANCIAL is an SEC-registered investment adviser in Beaverton, OR, registered since 2021. The firm manages $264 million in assets, with $257 million on a discretionary basis. It has 8 employees and 5 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs ROI Financial?
No named principals or executives have been identified in any public source. The firm's management structure is unknown.
What is ROI Financial's investment strategy?
ROI Financial has not publicly disclosed any investment strategy, asset-class preferences, or geographic focus. No portfolio companies or deals are on the record.
Where does the underlying wealth for ROI Financial come from?
The origin of the family wealth behind ROI Financial is not publicly disclosed. No business lineage or fortune source has been reported.
Does ROI Financial invest in direct deals or funds?
There is no public evidence of direct investments or fund commitments by ROI Financial. Its investment activity has not been documented in any credible source.
What is the relationship between ROI Financial and any other entity?
No publicly known relationship exists between ROI Financial and any other family office, investment firm, or operating company.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: