Overview
Assets Under Management: $1.3 billion
Headquarters: LADY LAKE, FL
High-Net-Worth Clients: 350
Average Client Assets: $765,906
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 350
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.51
Average High-Net-Worth Client Assets: $765,906
Total Client Accounts: 10,143
Discretionary Accounts: 9,843
Non-Discretionary Accounts: 300
Regulatory Filings
CRD Number: 144434
Filing ID: 2005968
Last Filing Date: 2025-07-25 14:29:00
Website: https://royalfundmanagement.com