Home
›
Firms
›
ROYAL OAK FINANCIAL GROUP
ROYAL OAK FINANCIAL GROUP
WORTHINGTON, Ohio
·
1 registered advisor
·
CRD# 166391
SEC# 801-122701
1
614-842-6090
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at ROYAL OAK FINANCIAL GROUP
1 registered advisor
Matthew Martin Jehn
WORTHINGTON, Ohio
CRD# 4864985
05
Office Locations
WORTHINGTON, Ohio
1 advisor
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 GROUP (CRD# 166391) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.