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Mark Royal Sorensen

ROYAL FUND MANAGEMENT, LLC·LADY LAKE, Florida
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1515 BUENOS AIRES BLVD, LADY LAKE, FL 32159CRD# 1032948Firm CRD# 144434
01

About

Mark Royal Sorensen is a registered financial advisor based in LADY LAKE, Florida, affiliated with ROYAL FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROYAL FUND MANAGEMENT, LLC
ROYAL FUND MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
93
Total firm employees
View all advisors at ROYAL FUND MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1032948
Firm CRD# 144434
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Royal Sorensen offer?
Mark Royal Sorensen specializes in Financial Planning, Investment Management. Contact their office in LADY LAKE, Florida for a consultation.
What are Mark Royal Sorensen's credentials?
Mark Royal Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Royal Sorensen located?
Mark Royal Sorensen is based in LADY LAKE, Florida, working with ROYAL FUND MANAGEMENT, LLC. Their office serves clients in the LADY LAKE metropolitan area and surrounding communities.
How does Mark Royal Sorensen charge for services?
Mark Royal Sorensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL FUND MANAGEMENT, LLC?
ROYAL FUND MANAGEMENT, LLC has approximately 93 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LADY LAKE
Stephanie Maufroy — ROYAL FUND MANAGEMENT, LLC
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Research
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