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Building 2ROYAL OAK FINANCIAL GROUP

Map pinWORTHINGTON, OH
Phone614-842-6090
NotebookSEC #801-122701
Total AUM
$366M
Employees
1
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5858 HIGH STREET
WORTHINGTON
OH 43085
United States
Operating Hours
8:00AM 5:00PM
Monday - Friday
Phone
614-842-6090
Other Offices
1

ReceiptFinancials

Total AUM
$366M
Accounts
399
Discretionary
$366M
Accounts
399
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
280
AUM
$107.7M
HNW Individual Clients
119
AUM
$258.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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