Royal Oak Financial Advisors, LLC
Firm details
- Headquarters
- Royal Oak, Michigan
- CRD number
- 290152
- Registered since
- October 5, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals79.75%
- HNWI20.21%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Royal Oak Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. Ownership is held by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are a mix of percentage-of-assets-under-management and fixed fees. The firm does not identify as an active ESG investor and is affiliated with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents12%
- US Government Bonds9%
- State & Local Bonds9%
Contacts
3 of 10Robert Mulcahy
Financial PlanningCRD 2661332
Aidan Shoop
Investment Adviser RepresentativeCRD 8099470
Jacob Gingell
Financial AdvisorsCRD 7679098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Royal Oak, MI
Oakland
Location
Royal Oak, MI
Headquartered in Royal Oak, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 512 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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