ROYAL OAKS ADVISORS LLC

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$2.4M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
170757
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Royal Oaks Advisors LLC operates as a limited liability company and is classified as a private equity fund. The firm focuses on institutional clients and employs a fee structure that includes a percentage of assets under management and performance-based fees. Royal Oaks Advisors engages in various business activities, including acting as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA) and selling other financial products. Their advisory services encompass portfolio management for pooled investment vehicles and the selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MARK WATSON

    Principal & Financial AdvisorCRD 1645136

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
800 Town Country Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth