ROYAL FUND MANAGEMENT, LLC

LADY LAKE, Florida·2 registered advisors·CRD# 144434
SEC# 801-7791882352-750-1637
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
93
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROYAL FUND MANAGEMENT, LLC

2 registered advisors
Mark Royal Sorensen
LADY LAKE, Florida
Stephanie Maufroy
LADY LAKE, Florida
05

Office Locations

LADY LAKE, Florida
2 advisors

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Data sourced from SEC Form ADV filings. ROYAL FUND MANAGEMENT, LLC (CRD# 144434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.