Roycroft Management, Inc.

Roycroft Management, Inc. (CRD# 132504) is a financial advisory firm headquartered in , . They manage $36,636,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $36,636,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA

Financial Advisors at Roycroft Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Debra A. Wilkens
CRD#: 4359569
San Clemente, CA
93
Wealthminder
score

Debra Wilkens (CRD# 4359569) is an Investment Advisor Representative working at Roycroft Management, Inc. in San Clemente, CA and has over 12 years of experience in the finance industry.

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