Royal Fund Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1515 Buenos Aires Blvd, The Villages, Fl...

Phone Number

(352) 750-1637

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Royal Fund Management

Royal Fund Management is a fee-only investment advisory firm that emphasizes independent fiduciary responsibility, ensuring they act in the best interest of their clients without selling financial products or receiving commissions. The firm specializes in helping employees grow and protect their 401(k) accounts, tailoring their approach based on individual client goals. Their services are designed for clients seeking unbiased financial advice and investment management. Royal Fund Management is committed to transparency and provides detailed information about their services through their Form ADV Part 2A disclosure document.Explore more
Royal Fund Management's Social MediaPopular SearchesRoyal Fund Management LLCFund Management LLCRoyal Fund ManagementRoyal Management IncSorensen Tax Advisory Group IncSIC Code 62,628NAICS Code 52,523Show more

Royal Fund Management Org Chart

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Chief Executive Officer

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Chief Administrative Officer

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Project Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Royal Fund Management

<$5M
11-50
Private
-
2007
$8.2M
11-50
Private
<$5M
1991
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Royal Fund Management Tech Stack

A closer look at the technologies used by Royal Fund Management

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Frequently Asked Questions Regarding Royal Fund Management

What is Royal Fund Management's official website?
Royal Fund Management's official website is www.royalfundmanagement.com
What is Royal Fund Management's Revenue?
Royal Fund Management's revenue is <$5 Million
What is Royal Fund Management's SIC code?
Royal Fund Management's SIC: 62,628
What is Royal Fund Management's NAICS code?
Royal Fund Management's NAICS: 52,523
How many employees does Royal Fund Management have?
Royal Fund Management has 11-50 employees
What industry does Royal Fund Management belong to?
Royal Fund Management is in the industry of: Finance, Securities Trading
What is Royal Fund Management competition?
Royal Fund Management top competitors include: Woodmont Investment Counsel, Forza Investment Advisory, Wealth Advisory Services, Wainwright Investment Counsel
What technology does Royal Fund Management use?
Some of the popular technologies that Royal Fund Management uses are: WordPress.org, PHP, Google Universal Analytics, Google Workspace
How do I contact Royal Fund Management?
Royal Fund Management contact info: Phone number: (352) 750-1637 Website: www.royalfundmanagement.com
What does Royal Fund Management do?

Royal Fund Management is a fee-only investment advisory firm that emphasizes independent fiduciary responsibility, ensuring they act in the best interest of their clients without selling financial products or receiving commissions. The firm specializes in helping employees grow and protect their 401(k) accounts, tailoring their approach based on in... dividual client goals. Their services are designed for clients seeking unbiased financial advice and investment management. Royal Fund Management is committed to transparency and provides detailed information about their services through their Form ADV Part 2A disclosure document.Read More

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

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