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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
May 9, 2025 REGISTERED
Notice Filings (3)
FL LA MI
Address
1709 CROOKS ROADROYAL OAK, MI 48067
United States
Phone: 248-709-6134