The ROYAL FUND MANAGEMENT, LLC is a privately held investment adviser that advises $1.56Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ROYAL FUND MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.16% over the last 5-years.
The Group has been registered with the SEC for 13.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 65 office locations with their Headquarters at 1515 BUENOS AIRES BLVD, LADY LAKE, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 93 employees comprised of 83 investment and 10 non-investment staff. The total number of Employees increased by 1.09% over the last 5-years.
Their $1.56Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 26 other accounts. Assets of Individuals clients own $1.2Bn or 77.26% of Total Assets and High Net Worth Individuals own $332.54mn or 21.35% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ROYAL FUND MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.