Royal Fund Management, LLC

Royal Fund Management, LLC (CRD# 144434) is a financial advisory firm headquartered in Lady Lake, FL. They manage $1,361,849,417 in 11,583 accounts and serve the financial needs of clients across 43 states (or territories).

Current Firm Details
1515 Buenos Aires Blvd, Lady Lake, FL 32159
https://www.401kmaneuver.com/
By the Numbers
  • Total Assets Under Management
    1,362
    MILLION
  • Total Number of Accounts
    11,583
    ACCOUNTS
  • Average Account Value
    $117,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Royal Fund Management, LLC
Showing 81 - 82 of 82 top financial advisors.
81
Craig Sullivan, financial advisor Lady Lake FL
Craig P. Sullivan
CRD#: 7574054
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Craig Sullivan (CRD# 7574054) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has 1 year of experience in the finance industry.

82
Hunter Von Unschuld, financial advisor Lady Lake FL
Hunter H. Von Unschuld
CRD#: 7452921
1515 Buenos Aires Blvd, Lady Lake, FL 32159

Hunter Von Unschuld (CRD# 7452921) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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