Royal Financial

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

20101 SW Birch St Ste 130D, Newport Beac...

Phone Number

(949) 660-8869

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Royal Financial

Wealth Avenue is a financial services firm dedicated to providing personalized financial advice and wealth management solutions tailored to a diverse clientele, including retirees, corporate executives, business owners, and healthcare professionals. Their services encompass a range of areas such as retirement planning, investment management, tax planning, and estate planning, all aimed at enhancing the financial well-being of their clients. Guided by integrity and client-centric values, they strive to inspire confidence in individuals by equipping them with the knowledge and tools necessary to navigate their financial futures effectively. With a team of experienced professionals, Wealth Avenue focuses on building long-term relationships and delivering holistic advice to optimize their clients’ financial success.Explore more
Royal Financial's Social MediaPopular SearchesRoyal FinancialRoyal Financial Incroyalplanners.comBroadridge Financial Solutions IncRoyal Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Royal Financial Org Chart

PhoneEmail
LY
United States flag for contact location.

Wholes Account Executive

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Royal Financial

<$5M
51-200
Private
-
1995
LY
Li YuWholes Account Executive
$30.1M
51-200
Private
-
2001
Scott Cross, Principal, Chief Operating Officer at HBKS Wealth Advisors
Scott CrossPrincipal, Chief Operating Officer
$21.6M
51-200
Private
-
2007
N/A
$15.4M
201-500
Private
-
1995
DM
Daniel MahoneySenior Vice President
$6.9M
11-50
Private
-
-
$5.2M
51-200
Private
-
-
TJ
Thomas JanovicFinancial Investment Planner & Advisor & Representative
Illustration of an envelope

Company Profile Activity

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Activity Insights

Royal Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Royal Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Royal Financial.

Royal Financial Tech Stack

A closer look at the technologies used by Royal Financial

Royal Financial News & Media

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Frequently Asked Questions Regarding Royal Financial

What is Royal Financial's official website?
Royal Financial's official website is www.royalplanners.com
What is Royal Financial's Revenue?
Royal Financial's revenue is <$5 Million
What is Royal Financial's SIC code?
Royal Financial's SIC: 62,628
What is Royal Financial's NAICS code?
Royal Financial's NAICS: 52,523
How many employees does Royal Financial have?
Royal Financial has 51-200 employees
What industry does Royal Financial belong to?
Royal Financial is in the industry of: Finance, Securities Trading
What is Royal Financial competition?
Royal Financial top competitors include: Van Reed Wealth Management, Pinnacor Financial Group, MassMutual, HBKS Wealth Advisors
What technology does Royal Financial use?
Some of the popular technologies that Royal Financial uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Royal Financial?
Royal Financial contact info: Phone number: (949) 660-8869 Website: www.royalplanners.com
What does Royal Financial do?

Wealth Avenue is a financial services firm dedicated to providing personalized financial advice and wealth management solutions tailored to a diverse clientele, including retirees, corporate executives, business owners, and healthcare professionals. Their services encompass a range of areas such as retirement planning, investment management, tax pl... anning, and estate planning, all aimed at enhancing the financial well-being of their clients. Guided by integrity and client-centric values, they strive to inspire confidence in individuals by equipping them with the knowledge and tools necessary to navigate their financial futures effectively. With a team of experienced professionals, Wealth Avenue focuses on building long-term relationships and delivering holistic advice to optimize their clients’ financial success.Read More

What are Royal Financial social media links?
Royal Financial Linkedin page Royal Financial Twitter page
Is Royal Financial a public company?
Royal Financial is private company therefore does not currently have an official ticker symbol
See more information about Royal Financial

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