ROYAL OAK FINANCIAL GROUP

5858 High Street
Worthington, Ohio 43085
Tel: 614-842-6090

About ROYAL OAK FINANCIAL GROUP

ROYAL OAK FINANCIAL GROUP, formally registered with the SEC as ROYAL OAK FINANCIAL GROUP. The firm was established in 11/29/2021. They have over 2 offices throughout the country.

ROYAL OAK FINANCIAL GROUP is a Worthington, Ohio based Financial Planning firm with nearly $263,000,000 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166391
SEC#	801-122701
Assets Managed by Firm	$263,000,000
No. of Clients	339
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	339	$263,000,000
Individuals (other than high net worth individuals)	262	$163,000,000
High net worth individuals	77	$100,000,000

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