← Tributary

RETURN ON INVESTMENT, LLC

· CRD 299979 · IAPD ↗ · (307) 314-3211

$884.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — RETURN ON INVESTMENT, LLC (location n/a) left the SEC roster (was $884.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.