Royal Fund Management is an investment advisor in Lady Lake with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900561235
SEC advisor number
801-77918
FINRA CRD number
144434
AUM ?
$1.08 bn
(as of 29 Jan 24)
Accounts
10,564
(as of 29 Jan 24)
Employees
90
(85 investment advisory or research)
Address
Royal Fund Management
1515 BUENOS AIRES BLVD.
LADY LAKE
FL 32159
1515 BUENOS AIRES BLVD.
LADY LAKE
FL 32159
Phone
352-750-1637
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21