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Building 2ROYAL OAK FINANCIAL ADVISORS, LLC

Map pinROYAL OAK, MI
Phone248-709-6134
NotebookSEC #801-114096
Total AUM
$366.1M
Employees
7
Clients
765

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1709 CROOKS ROAD
ROYAL OAK
MI 48067
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
248-709-6134
Other Offices
1

ReceiptFinancials

Total AUM
$366.1M
Accounts
1,584
Discretionary
$366.1M
Accounts
1,584
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
700
AUM
$292M
HNW Individual Clients
62
AUM
$74M
Charitable Organization Clients
3
AUM
$124K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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