Royal Oak Financial Group

Royal Oak Financial Group (CRD# 166391) is a financial advisory firm headquartered in Worthington, OH. They manage $171,000,000 in 265 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $645,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Royal Oak Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Matthew M. Jehn
CRD#: 4864985
5858 High Street, Worthington, OH 43085

Matthew Jehn (CRD# 4864985) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 17 years of experience in the finance industry.

2
Grant M. Billings
CRD#: 7673577
5858 High Street, Worthington, OH 43085

Grant Billings (CRD# 7673577) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has 1 year of experience in the finance industry.

3
Bradley S. Senita
CRD#: 4687944
5858 High Street, Worthington, OH 43085

Bradley Senita (CRD# 4687944) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 15 years of experience in the finance industry.

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