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ROYAL OAK FINANCIAL ADVISORS, LLC
1709 Crooks Road
Royal Oak, Michigan 48067
Tel: 248-709-6134
About ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC, formally registered with the SEC as ROYAL OAK FINANCIAL ADVISORS, LLC. The firm was established in 10/05/2018. They have over 1 offices throughout the country.
ROYAL OAK FINANCIAL ADVISORS, LLC is a Royal Oak, Michigan based Financial Planning firm with nearly $309,238,870 assets under management, offering retirement planning & investment advisory services to 1426 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290152 |
| SEC# | 801-114096 |
| Assets Managed by Firm | $309,238,870 |
| No. of Clients | 1426 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1426 | $309,238,870 |
| Individuals (other than high net worth individuals) | 700 | $248,114,870 |
| High net worth individuals | 39 | $61,000,000 |
| Charitable organizations | 4 | $124,000 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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