Charles Royce (CRD# 406314) is an Investment Advisor Representative working at Royce Investment Partners in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royce & Associates, LP | New York, NY | Sep 2001 - Current | 22 |
| Royce Fund Services, LLC | New York, NY | Nov 1982 - Current | 41 |
| The Royce Fund | New York, NY | Jun 1972 - Jul 2020 | 48 |
| Royce & Associates, LP | New York, NY | Jun 1972 - Jun 2016 | 44 |
| Royce & Associates, LP | New York, NY | Jun 1972 - Jun 2014 | 42 |
- CT
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Total Assets Under Management11,719MILLIONS
-
Total Number of Accounts567ACCOUNTS
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Average Account Value$20,668,061
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, NY
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