ROYAL FINANCIAL INVESTMENT GROUP

ROYAL FINANCIAL INVESTMENT GROUP is an SEC-registered investment adviser (CRD 316433). Regulatory assets under management: $6.0M.

Registration

• CRD: 316433
• Type: Registered investment adviser
• Phone: 7204544782
• Latest filing: 2026-07-29
• Regulatory AUM: $6.0M
• Discretionary AUM: $5.7M
• Non-discretionary AUM: $250K
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search