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ROYAL OAK FINANCIAL ADVISORS, LLC
CRD 290152 · SEC 801-114096
1709 CROOKS ROAD, ROYAL OAK, MI, 48067, United States
Phone
248-709-6134
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.1M
Discretionary AUM
$366.1M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 700 | $292.0M |
| High net worth individuals | 62 | $74.0M |
| Charitable organizations | 3 | $124K |
States served
LA, MI, FL
All web addresses on file
Official SEC filing: View on IAPD