Royce Fund Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
14470
Registered since
December 23, 1982

Firm profile

FINTRX

Overview

Royce Fund Services, LLC is organized as a limited liability company and is recorded as a domestic entity with individual ownership. The firm's internal classification in the source data is listed as "Unclassified." Available metadata flags the company as not acting as a capital allocator and not identifying as an active ESG investor. It is also not described as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The dataset does not include details on fee schedules, specific advisory services, client segments, or investment mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Christopher Clark

    Christopher Clark

    Chief Executive Officer & Co-CIOCRD 1735713

  • Peter Hoglund

    Peter Hoglund

    Chief Financial & Administrative Officer, Managing DirectorCRD 1859652

  • Francis Gannon

    Francis Gannon

    Co-Chief Investment Officer, Managing DirectorCRD 2420802

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Contacts

3 of 13
  • John Denneen

    John Denneen

    General CounselCRD 4324430

  • Charles Dreifus

    Charles Dreifus

    Portfolio Manager, Managing DirectorCRD 71848

  • Thomas Palasits

    Financial and Operations PrincipalCRD 1675575

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth