Home
›
Firms
›
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK, Michigan
·
3 registered advisors
·
CRD# 290152
SEC# 801-114096
0
248-709-6134
01
Firm Overview
AUM
$250M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ROYAL OAK FINANCIAL ADVISORS, LLC
3 registered advisors
James Brendahl Westwood
ROYAL OAK, Michigan
CRD# 2241415
Paul Edgar Erickson
ROYAL OAK, Michigan
CRD# 5157556
Robert Charles Mulcahy
ROYAL OAK, Michigan
CRD# 2661332
05
Office Locations
ROYAL OAK, Michigan
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ROYAL OAK FINANCIAL ADVISORS, LLC (CRD# 290152) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.