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| Happy Holidays!! thanks for using AUM13F!! |
| Royal Oak Financial Advisors LLC
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| CRD # | 290152 |
| SEC # | 801-114096 |
| CIK # | |
| AUM | $309.2 M (2025-05-09) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 248-709-6134 |
| Address | 1709 Crooks Road Royal Oak, MI 48067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 248.1 |
| (b) Individuals (high net worth individuals) | 39 | 61.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,426 | 309.2 |
| By Discretionary | ||
| Discretionary | 1,426 | 309.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,426 | 309.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.2 | |
| Total | 1,426 | 309.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
|
ADG Wealth Management Group LLC
✚
|
LA | 0.3 |
|
Melfa Wealth Management Inc
✚
|
MA | 0.3 |
|
Arcadia Wealth Management Inc
✚
|
NY | 0.3 |
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Tagstone Capital Inc
✚
|
NC | 0.3 |
|
Split Rock Private Trading and Wealth Management LLC
✚
|
MN | 0.3 |
|
Quad City Investment Advisors LLC
✚
|
IL | 0.3 |
|
Highland Investment Advisors LLC
✚
|
FL | 0.3 |