Royal Palm Investment Advisors, Inc.

Royal Palm Investment Advisors, Inc. (CRD# 142335) is a financial advisory firm headquartered in Longwood, FL. They manage $21,622,000 in 318 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $67,994
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, NC, NV, OH, TX

Financial Advisors at Royal Palm Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Russell C. Colbert
CRD#: 1632060
740 Florida Central Parkway, Suite 2012, Longwood, FL 32750
83
Wealthminder
score

Russell Colbert (CRD# 1632060) is an Investment Advisor Representative working at Royal Palm Investment Advisors, Inc. in Longwood, FL and has over 29 years of experience in the finance industry.

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