| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Royal Sorensen Control | Managing Member/Chief Executive Officer | Over 75% | 2007 |
| Stephanie Maufroy | Chief Compliance Officer | Under 5% | 2020 |
Royal Fund Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Royal Fund Management, LLC reports 93 employees.
Royal Fund Management, LLC is based in Lady Lake, FL and has been SEC-registered since 2013.
Royal Fund Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1515 Buenos Aires Blvd, Lady Lake, FL 32159 |
| Phone | 352-750-1637 |
| Fax | 877-223-0340 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.24B |
| Non-discretionary | $67.7M |
| Total (RAUM) | $1.31B |