Investment adviser · CRD 145006
ROYAL ADVISORS, LLC
Investment adviser filing (IA)
GRANDVILLE, MI, United States · Form ADV filed Feb 18, 2016
- Regulatory AUM
- $217M Form ADV · Item 5.F
- Client accounts
- 1,702 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4095 CHICAGO DRIVE, SUITE 120GRANDVILLE, MI, 49418-1288, United States
CRD 145006
Filing source
Form ADV 980786 · Feb 18, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.