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Charles Morgan Royce

OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, Connecticut
Unclaimed Profile
8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT 06830CRD# 406314Firm CRD# 127888
01

About

Charles Morgan Royce is a registered financial advisor based in GREENWICH, Connecticut, affiliated with OXFORD SQUARE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
OXFORD SQUARE MANAGEMENT, LLC
OXFORD SQUARE MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at OXFORD SQUARE MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 406314
Firm CRD# 127888
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Morgan Royce offer?
Charles Morgan Royce specializes in Investment Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Charles Morgan Royce's credentials?
Charles Morgan Royce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Morgan Royce located?
Charles Morgan Royce is based in GREENWICH, Connecticut, working with OXFORD SQUARE MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Charles Morgan Royce charge for services?
Charles Morgan Royce's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD SQUARE MANAGEMENT, LLC?
OXFORD SQUARE MANAGEMENT, LLC has approximately 24 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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