Overview
Assets Under Management: $263 million
Headquarters: WORTHINGTON, OH
High-Net-Worth Clients: 77
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.02
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 166391
Filing ID: 2001833
Last Filing Date: 2025-07-03 11:27:00
Website: https://royaloakfinancialgroup.com