RETURN ON INVESTMENT, LLC

Adviser information for RETURN ON INVESTMENT, LLC last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Wyoming, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	5	$884.8M
Total	5	$884.8M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	5	$884.8M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	100
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-114753
SEC ERA File Number	801-114753
SEC CIK Numbers	None
SEC CRD Numbers	299979
Legal Entity Identifier	None

Principal Office

143 E. PAPWORTH LANE
AFTON
WY
United States

Monday - Friday, BY APPOINTMENT

Tel: (307) 314-3211, Fax: None

Chief Compliance Officer

WILLIAM R. DUBOIS

MANAGING MEMBER

143 E. PAPWORTH LANE

AFTON

United States

Tel: (307) 314-3211

B***@***********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners