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Royal Oak Financial Advisors, LLC

● SEC registered since 2018CRD 290152SEC# 801-114096Royal Oak, MI
Export (members)
Reg. AUM
$309.2M
Employees
7
Accounts
1,426
Location
Royal Oak, MI

Royal Oak Financial Advisors, LLC assets under management

Royal Oak Financial Advisors, LLC is an SEC-registered investment adviser based in Royal Oak, MI. The firm has been registered since 2018. It reports $309.2 million in regulatory assets under management and employs 7 people.
www.youtube.com/@royaloakfinancialadvisors/featuredView on SEC.gov ↗

Royal Oak Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
James Brendahl WestwoodPrincipalUnder 5%2019
Paul Edgar Erickson ControlPrincipal/Cco50-75%2017
Robert Charles Mulcahy ControlPrincipal50-75%2017

Frequently asked questions

How much does Royal Oak Financial Advisors, LLC manage?

Royal Oak Financial Advisors, LLC reports $309.2 million in regulatory assets under management on its Form ADV.

How many employees does Royal Oak Financial Advisors, LLC have?

Royal Oak Financial Advisors, LLC reports 7 employees.

Where is Royal Oak Financial Advisors, LLC located?

Royal Oak Financial Advisors, LLC is based in Royal Oak, MI and has been SEC-registered since 2018.

Does Royal Oak Financial Advisors, LLC disclose fund performance?

Royal Oak Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1709 Crooks Road, Royal Oak, MI 48067
Phone248-709-6134
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.2M
Non-discretionary$0
Total (RAUM)$309.2M