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ROYAL ASSET MANAGERS

ROYAL ASSET MANAGERS, LLC

CRD 128340 · SEC 801-69030

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$79.8M

Discretionary AUM

$76.8M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals

Client types

TypeClientsAUM
Individuals7$3.3M
High net worth individuals34$75.5M
Pension/profit sharing plans1$1.0M

All web addresses on file

Official SEC filing: View on IAPD