ROYAL FUND MANAGEMENT, LLC

1515 Buenos Aires Blvd
Lady Lake, Florida 32159
Tel: 352-750-1637

About ROYAL FUND MANAGEMENT, LLC

ROYAL FUND MANAGEMENT, LLC, formally registered with the SEC as ROYAL FUND MANAGEMENT, LLC. The firm was established in 04/10/2013. They have over 82 offices throughout the country.

ROYAL FUND MANAGEMENT, LLC is a Lady Lake, Florida based Financial Planning firm with nearly $1,361,849,417 assets under management, offering retirement planning & investment advisory services to 11583 clients. The firm is staffed with 93 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144434
SEC#	801-77918
Assets Managed by Firm	$1,361,849,417
No. of Clients	11583
No. of Advisors	93

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISOR TO OTHER ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	11583	$1,361,849,417
Individuals (other than high net worth individuals)	6821	$1,065,777,447
High net worth individuals	334	$252,149,578
Corporations or other businesses	49	$43,922,392

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