Royal Financial Investment Group

Overview

Royal Financial Investment Group operates as a small, individual-owned advisory LLC serving primarily individual and family clients. Its business model is fee-based, charging a percentage of assets under management, and its core advisory activities are discretionary portfolio management for individuals/small businesses and for business or institutional clients. The firm shows a clear preference for equities, deploying most client capital into exchange-traded instruments and mutual funds rather than into broad private or illiquid strategies. It is not identified as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices