Royal Oak Financial Advisors, LLC
Royal Oak Financial Advisors, LLC is an SEC-registered mass-market adviser in Royal Oak, MI with $366.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Royal Oak Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290152, SEC 801-114096, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $366.1M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Royal Oak, MI
- Employees
- 7
- Clients
- 765
- CRD
- 290152
- Ownership
- WESTWOOD, JAMES, BRENDAHL; MULCAHY, ROBERT, CHARLES; ERICKSON, PAUL, EDGAR
How much AUM does Royal Oak Financial Advisors, LLC have?
Royal Oak Financial Advisors, LLC reported $366.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Royal Oak Financial Advisors, LLC?
Disclosed owners and executives of Royal Oak Financial Advisors, LLC include WESTWOOD, JAMES, BRENDAHL, MULCAHY, ROBERT, CHARLES, ERICKSON, PAUL, EDGAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.