ROYAL OAK FINANCIAL ADVISORS, LLC
CRD #290152 SEC #801-114096 ROYAL OAK, MI 248-709-6134
SEC Registered
Total AUM
$309.2M
Discretionary
$309.2M
Employees
7
Clients
10
Accounts
1,426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $309.2M | $309.2M | $0 | 7 | 0 |
| Feb 2025 | $309.2M | $309.2M | $0 | 7 | 0 |
| Mar 2024 | $250M | $250M | $0 | 6 | 0 |
| Mar 2023 | $192.7M | $192.7M | $0 | 5 | 0 |
| Nov 2022 | $201M | $201M | $0 | 5 | 0 |
| May 2022 | $201M | $201M | $0 | 5 | 0 |
| Mar 2022 | $201M | $201M | $0 | 5 | 0 |
| Aug 2021 | $177M | $177M | $0 | 5 | 0 |
| Mar 2021 | $177M | $177M | $0 | 5 | 0 |
| Jul 2020 | $144M | $144M | $0 | 5 | 0 |
| Jun 2020 | $144M | $144M | $0 | 5 | 0 |
| Mar 2020 | $144M | $144M | $0 | 5 | 0 |
| Jul 2019 | $110M | $110M | $0 | 5 | 0 |
| Mar 2019 | $110M | $110M | $0 | 5 | 0 |
| Nov 2018 | $109.2M | $109.2M | $0 | 5 | 0 |
| Sep 2018 | $109.2M | $109.2M | $0 | 5 | 0 |
DateMay 2025
Total AUM$309.2M
Discretionary$309.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$309.2M
Discretionary$309.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees5
Clients0