Michael Budnick (CRD# 1524933) is an Investment Advisor Representative working at Royal Fund Management, LLC in Burbank, CA and has over 36 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Michael Budnick Workshops | Austin, TX | Nov 2017 - Current | 6 |
Royal Fund Management, Llc Dba Budnick Wealth Management | The Villages, CA | Aug 2015 - Current | 8 |
Budnick Financial Inc.(dba: College Tuition Advisors.) | Burbank, CA | Jan 2014 - Current | 10 |
Bpm Energy, LLC | The Woodlands, TX | Mar 2020 - Mar 2021 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1987 |
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CA
- TN
- TX
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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