Investment adviser · CRD 328047

ROI ADVISORY

Investment adviser filing (IA)

ROI ADVISORY LLC

SAN FRANCISCO, CA, United States · Form ADV filed Nov 22, 2024

Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 22, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

639 CLAYTON ST
SAN FRANCISCO, CA, 94117, United States

CRD 328047

Filing source

Form ADV 1914694 · Nov 22, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.