Overview

Assets Under Management: $12.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $1 million

Services Offered

Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 940
Discretionary Accounts: 932
Non-Discretionary Accounts: 8

Regulatory Filings

CRD Number: 107689
Filing ID: 1988865
Last Filing Date: 2025-05-15 17:48:00
Website: https://royceinvest.com