|
⚲
|
| Royale Asset Management LLC
✚
|
|
|---|---|
| CRD # | 281827 |
| SEC # | 801-106939 |
| CIK # | |
| AUM | $68.3 MM (2024-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-737-5381 |
| Address | 2980 East Ave Rochester, NY 14610 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 46.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 22.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 68.3 |
| By Discretionary | ||
| Discretionary | 53 | 68.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 68.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.3 | |
| Total | 53 | 68.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
IN | 0.1 |
|
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |