RIA Intelligence

ROI ADVISORY LLC

Legal name: ROI ADVISORY

CRD #328047 SEC #801-128913 SAN FRANCISCO, CA 415-294-0545
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 22, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAVIS, TIMOTHY, MICHAELICPO/CCONA Control
DAVIS, TIMOTHY, MICHAELICPO/CCONA Control
DAVIS, TIMOTHY, MICHAELICPO/CCONA Control
DAVIS, TIMOTHY, MICHAELICPO/CCONA Control
DAVIS, TIMOTHY, MICHAELICPO/CCONA Control
VISHWAJITH, SUJITHICEONA Control
VISHWAJITH, SUJITHICEONA Control
VISHWAJITH, SUJITHICEONA Control
VISHWAJITH, SUJITHICEONA Control
VISHWAJITH, SUJITHICEONA Control
VEGA CORPDEC-CORPE
VEGA CORPDEC-CORPE
VEGA CORPDEC-CORPE
VEGA CORPDEC-CORPE
VEGA CORPDEC-CORPE

Registrations

Federal

IA
Nov 22, 2024 REGISTERED

Notice Filings (1)

CA

Address

639 CLAYTON ST
SAN FRANCISCO, CA 94117
United States
Phone: 415-294-0545