Royal Financial Investment Group
Firm details
- Headquarters
- ,
- CRD number
- 316433
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Royal Financial Investment Group is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides discretionary portfolio management for individuals and small businesses and also offers portfolio management services for business or institutional clients. It charges clients on a percentage-of-assets-under-management basis. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Prince Dykes
Investment Advisor RepresentativeCRD 7433582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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