Royal Oak Financial Advisors, LLC

Royal Oak Financial Advisors, LLC (CRD# 290152) is a financial advisory firm headquartered in Royal Oak, MI. They manage $250,000,000 in 1,251 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1709 Crooks Road, Royal Oak, MI 48067
https://www.linkedin.com/company/royal-aok-financial-advisors
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    1,251
    ACCOUNTS
  • Average Account Value
    $199,840
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MI

Financial Advisors at Royal Oak Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Brian Branch, financial advisor Royal Oak MI
Brian R. Branch
CRD#: 5087618
1709 Crooks Road, Royal Oak, MI 48067

Brian Branch (CRD# 5087618) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 18 years of experience in the finance industry.

2
John Dyer, financial advisor Royal Oak MI
John M. Dyer
CRD#: 4980762
1709 Crooks Road, Royal Oak, MI 48067

John Dyer (CRD# 4980762) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 13 years of experience in the finance industry.

3
Paul Erickson, financial advisor Royal Oak MI
Paul E. Erickson
CRD#: 5157556
1709 Crooks Road, Royal Oak, MI 48067

Paul Erickson (CRD# 5157556) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.

4
Robert Mulcahy, financial advisor Royal Oak MI
Robert C. Mulcahy
CRD#: 2661332
1709 Crooks Road, Royal Oak, MI 48067

Robert Mulcahy (CRD# 2661332) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 28 years of experience in the finance industry.

5
James Westwood, financial advisor Royal Oak MI
James B. Westwood
CRD#: 2241415
1709 Crooks Road, Royal Oak, MI 48067

James Westwood (CRD# 2241415) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 31 years of experience in the finance industry.

6
Phillip Afif, financial advisor Royal Oak MI
Phillip E. Afif
CRD#: 7818217
1709 Crooks Road, Royal Oak, MI 48067

Phillip Afif (CRD# 7818217) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has 1 year of experience in the finance industry.

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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