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Building 2ROYAL FUND MANAGEMENT, LLC

Map pinLADY LAKE, FL
Phone352-750-1637
NotebookSEC #801-77918
Total AUM
$1.6B
Employees
93
Clients
4,966

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 BUENOS AIRES BLVD
LADY LAKE
FL 32159
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
352-750-1637
Other Offices
94

ReceiptFinancials

Total AUM
$1.6B
Accounts
11,041
Discretionary
$1.5B
Accounts
10,599
Non-Discretionary
$103.2M
Accounts
442

ContactClients

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Individual Clients
4,565
AUM
$1.2B
HNW Individual Clients
375
AUM
$332.5M
Charitable Organization Clients
3
AUM
$126.5K
Corporation or Business Clients
23
AUM
$21.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISOR TO OTHER ADVISERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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