ROI Financial Advisors, LLC

Entity
Company
Business address
14675 Sw Millikan Way, 97003 Beaverton, OR
Phone
503-941-5925
State of incorporation
OR
Fiscal year end
December 31
Signature 13F
Lance Johnson - Chief Compliance Officer
All SEC filings
View on sec.gov
ROI Financial Advisors, LLC has filed 8 SEC EDGAR filings since 2/13/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 28, 2025 Jun 30, 2025 028-23759
13F-HR Open Document Open Filing Aug 6, 2025 Jun 30, 2025 028-23759
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-23759
13F-HR Open Document Open Filing Feb 13, 2025 Dec 31, 2024 028-23759
13F-HR Open Document Open Filing Nov 6, 2024 Sep 30, 2024 028-23759
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-23759
13F-HR Open Document Open Filing May 13, 2024 Mar 31, 2024 028-23759
13F-HR Open Document Open Filing Feb 13, 2024 Dec 31, 2023 028-23759